Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | 48 |
| 1 month | -0.007 | 0 | 64 |
| 3 months | -0.004 | 0 | 59 |
| 1 year | 0.077 | 0 | 23 |
| 3 years | 0.061 | 0 | 12 |
| 5 years | 0.062 | 0 | 9 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.074 | — |
| 2023 | 0.122 | — |
| 2022 | -0.097 | — |
| 2021 | 0.063 | — |
| 2020 | 0.068 | — |
| 2019 | 0.094 | — |
| 2018 | -0.011 | — |
| 2017 | 0.051 | — |
| 2016 | 0.093 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | — | — | — |
| 2024 | 0.013 | 0.015 | 0.040 | 0.004 |
| 2023 | 0.038 | 0.006 | -0.003 | 0.078 |
| 2022 | -0.047 | -0.088 | 0.007 | 0.032 |
| 2021 | 0.012 | 0.032 | 0.006 | 0.012 |
| 2020 | -0.107 | 0.086 | 0.033 | 0.066 |
| 2019 | 0.054 | 0.017 | 0.008 | 0.013 |
| 2018 | -0.002 | 0.003 | 0.013 | -0.025 |
| 2017 | 0.022 | 0.014 | 0.005 | 0.009 |
| 2016 | 0.011 | 0.037 | 0.037 | 0.005 |
| 2015 | -0.014 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.077 |
| 3 years | 0.061 |
| 5 years | 0.062 |