Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.028 | 0 | — |
| 1 month | -0.001 | 0 | — |
| 3 months | 0.018 | 0 | — |
| 1 year | 0.071 | 0 | — |
| 3 years | 0.043 | 0 | — |
| 5 years | 0.039 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.036 | — |
| 2023 | 0.068 | — |
| 2022 | -0.077 | — |
| 2021 | 0.026 | — |
| 2020 | 0.059 | — |
| 2019 | 0.084 | — |
| 2018 | -0.005 | — |
| 2017 | 0.071 | — |
| 2016 | 0.087 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.029 | — | — | — |
| 2024 | 0.012 | 0.000 | 0.037 | -0.013 |
| 2023 | 0.019 | 0.007 | -0.011 | 0.052 |
| 2022 | -0.045 | -0.059 | -0.016 | 0.043 |
| 2021 | -0.001 | 0.020 | 0.005 | 0.001 |
| 2020 | -0.087 | 0.073 | 0.028 | 0.052 |
| 2019 | 0.034 | 0.026 | 0.000 | 0.022 |
| 2018 | -0.005 | -0.008 | 0.004 | 0.003 |
| 2017 | 0.026 | 0.020 | 0.016 | 0.007 |
| 2016 | 0.015 | 0.025 | 0.033 | 0.012 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.017 |
| 3 years | 0.025 |
| 5 years | 0.029 |