Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.033 | 0 | 95 |
| 1 month | 0.007 | 0 | 64 |
| 3 months | 0.016 | 0 | 75 |
| 1 year | 0.039 | 0 | 83 |
| 3 years | 0.102 | 0 | 12 |
| 5 years | 0.054 | 0 | 6 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.079 | — |
| 2023 | 0.123 | — |
| 2022 | -0.020 | — |
| 2021 | -0.001 | — |
| 2020 | 0.145 | — |
| 2019 | 0.226 | — |
| 2018 | -0.116 | — |
| 2017 | 0.092 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | 0.003 | 0.016 | — |
| 2024 | 0.034 | 0.003 | 0.034 | 0.006 |
| 2023 | 0.017 | 0.025 | 0.019 | 0.057 |
| 2022 | -0.024 | -0.045 | -0.015 | 0.069 |
| 2021 | 0.020 | -0.005 | -0.008 | -0.008 |
| 2020 | -0.072 | 0.140 | 0.019 | 0.062 |
| 2019 | 0.065 | 0.058 | 0.066 | 0.021 |
| 2018 | -0.003 | -0.051 | 0.000 | -0.065 |
| 2017 | 0.019 | 0.006 | 0.010 | 0.055 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.008 |
| 3 years | 0.091 |
| 5 years | 0.048 |