Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.021 | 0 | 41 |
| 1 month | -0.032 | 0 | 98 |
| 3 months | -0.049 | 0 | 38 |
| 1 year | 0.022 | 0 | 62 |
| 3 years | 0.050 | 0 | 14 |
| 5 years | 0.075 | 0 | 18 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.075 | — |
| 2023 | 0.078 | — |
| 2022 | -0.014 | — |
| 2021 | 0.138 | — |
| 2020 | 0.040 | — |
| 2019 | 0.177 | — |
| 2018 | -0.019 | — |
| 2017 | 0.069 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | 0.047 | -0.005 | 0.018 | 0.014 |
| 2023 | 0.013 | 0.007 | 0.009 | 0.048 |
| 2022 | -0.013 | -0.044 | -0.012 | 0.058 |
| 2021 | 0.036 | 0.043 | 0.013 | 0.041 |
| 2020 | -0.123 | 0.108 | 0.011 | 0.059 |
| 2019 | 0.067 | 0.051 | 0.051 | -0.001 |
| 2018 | -0.036 | 0.037 | 0.046 | -0.062 |
| 2017 | 0.028 | 0.004 | 0.011 | 0.025 |
| 2016 | 0.053 | 0.055 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
| 3 years | 0.050 |
| 5 years | 0.075 |