Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | 10 |
| 1 month | -0.007 | 0 | 9 |
| 3 months | -0.011 | 0 | 10 |
| 1 year | 0.108 | 0 | 21 |
| 3 years | 0.040 | 0 | 85 |
| 5 years | 0.048 | 0 | 79 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.103 | — |
| 2023 | 0.065 | — |
| 2022 | -0.104 | — |
| 2021 | 0.102 | — |
| 2020 | 0.030 | — |
| 2019 | 0.125 | — |
| 2018 | -0.032 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | — | — | — |
| 2024 | 0.024 | 0.005 | 0.066 | 0.005 |
| 2023 | 0.033 | -0.005 | -0.038 | 0.076 |
| 2022 | -0.023 | -0.092 | -0.019 | 0.030 |
| 2021 | 0.020 | 0.038 | -0.001 | 0.042 |
| 2020 | -0.099 | 0.082 | 0.026 | 0.030 |
| 2019 | 0.077 | 0.012 | 0.023 | 0.010 |
| 2018 | -0.015 | 0.019 | -0.003 | -0.032 |
| 2017 | -0.001 | -0.008 | 0.027 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.108 |
| 3 years | 0.040 |
| 5 years | 0.048 |