Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 13 |
| 1 month | -0.004 | 0 | 53 |
| 3 months | -0.012 | 0 | 35 |
| 1 year | 0.075 | 0 | 2 |
| 3 years | 0.037 | 0 | 6 |
| 5 years | 0.032 | 0 | 18 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.077 | — |
| 2022 | -0.107 | — |
| 2021 | 0.051 | — |
| 2020 | -0.005 | — |
| 2019 | 0.096 | — |
| 2018 | -0.032 | — |
| 2017 | 0.018 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | — | — | — |
| 2024 | 0.029 | 0.012 | 0.035 | 0.014 |
| 2023 | 0.026 | 0.000 | -0.004 | 0.054 |
| 2022 | -0.033 | -0.071 | -0.017 | 0.012 |
| 2021 | 0.004 | 0.023 | -0.002 | 0.026 |
| 2020 | -0.083 | 0.038 | 0.019 | 0.026 |
| 2019 | 0.042 | 0.015 | 0.032 | 0.004 |
| 2018 | -0.017 | -0.003 | -0.005 | -0.007 |
| 2017 | 0.025 | -0.014 | 0.003 | 0.004 |
| 2016 | 0.037 | 0.015 | -0.009 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.030 |
| 5 years | 0.028 |