Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.054 | 0 | 28 |
| 1 month | 0.007 | 0 | 34 |
| 3 months | 0.063 | 0 | 35 |
| 1 year | 0.104 | 0 | 24 |
| 3 years | 0.087 | 0 | 29 |
| 5 years | 0.082 | 0 | 26 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.142 | — |
| 2023 | 0.083 | — |
| 2022 | -0.091 | — |
| 2021 | 0.173 | — |
| 2020 | -0.010 | — |
| 2019 | 0.151 | — |
| 2018 | -0.121 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | 0.036 | — | — |
| 2024 | 0.049 | -0.001 | 0.068 | 0.021 |
| 2023 | 0.034 | 0.008 | -0.031 | 0.072 |
| 2022 | -0.011 | -0.113 | -0.016 | 0.051 |
| 2021 | 0.057 | 0.050 | 0.002 | 0.054 |
| 2020 | -0.165 | 0.082 | 0.038 | 0.057 |
| 2019 | 0.097 | 0.018 | 0.008 | 0.021 |
| 2018 | -0.060 | 0.020 | -0.010 | -0.074 |
| 2017 | -0.006 | 0.014 | 0.018 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.104 |
| 3 years | 0.087 |
| 5 years | 0.082 |