Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.059 | 0 | — |
| 1 month | 0.009 | 0 | — |
| 3 months | 0.024 | 0 | — |
| 1 year | 0.083 | 0 | — |
| 3 years | 0.112 | 0 | — |
| 5 years | 0.034 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.106 | — |
| 2023 | 0.113 | — |
| 2022 | -0.143 | — |
| 2021 | 0.012 | — |
| 2020 | 0.045 | — |
| 2019 | 0.162 | — |
| 2018 | -0.028 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | 0.025 | 0.024 | — |
| 2024 | 0.028 | 0.014 | 0.038 | 0.023 |
| 2023 | 0.020 | 0.012 | 0.016 | 0.060 |
| 2022 | -0.059 | -0.149 | 0.013 | 0.056 |
| 2021 | 0.002 | 0.010 | 0.006 | -0.006 |
| 2020 | -0.096 | 0.076 | 0.026 | 0.047 |
| 2019 | 0.059 | 0.046 | 0.030 | 0.019 |
| 2018 | -0.007 | -0.016 | 0.024 | -0.028 |
| 2017 | 0.031 | 0.022 | 0.025 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.083 |
| 3 years | 0.112 |
| 5 years | 0.034 |