Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.103 | 0 | 2 |
| 1 month | 0.042 | 0 | 3 |
| 3 months | 0.063 | 0 | 3 |
| 1 year | 0.165 | 0 | 1 |
| 3 years | 0.081 | 0 | 2 |
| 5 years | 0.057 | 0 | 39 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.052 | — |
| 2023 | 0.159 | — |
| 2022 | -0.135 | — |
| 2021 | 0.021 | — |
| 2020 | 0.115 | — |
| 2019 | 0.141 | — |
| 2018 | -0.004 | — |
| 2017 | 0.150 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.059 | — | — | — |
| 2024 | 0.019 | -0.002 | 0.051 | -0.015 |
| 2023 | 0.048 | 0.035 | -0.008 | 0.077 |
| 2022 | -0.049 | -0.081 | -0.067 | 0.061 |
| 2021 | -0.021 | 0.033 | -0.004 | 0.013 |
| 2020 | -0.008 | 0.051 | 0.031 | 0.038 |
| 2019 | 0.073 | 0.021 | 0.004 | 0.038 |
| 2018 | 0.004 | 0.019 | 0.022 | -0.048 |
| 2017 | 0.045 | 0.042 | 0.019 | 0.036 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.165 |
| 3 years | 0.081 |
| 5 years | 0.057 |