Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.043 | 0 | 54 |
| 1 month | 0.007 | 0 | 59 |
| 3 months | 0.018 | 0 | 45 |
| 1 year | 0.062 | 0 | 49 |
| 3 years | 0.091 | 0 | 48 |
| 5 years | 0.017 | 0 | 82 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.089 | — |
| 2023 | 0.091 | — |
| 2022 | -0.161 | — |
| 2021 | 0.004 | — |
| 2020 | 0.029 | — |
| 2019 | 0.129 | — |
| 2018 | -0.053 | — |
| 2017 | 0.090 | — |
| 2016 | 0.089 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | 0.019 | 0.018 | — |
| 2024 | 0.025 | 0.010 | 0.033 | 0.018 |
| 2023 | 0.014 | 0.007 | 0.012 | 0.056 |
| 2022 | -0.061 | -0.153 | 0.006 | 0.048 |
| 2021 | 0.000 | 0.008 | 0.004 | -0.008 |
| 2020 | -0.102 | 0.073 | 0.024 | 0.043 |
| 2019 | 0.051 | 0.038 | 0.023 | 0.012 |
| 2018 | -0.013 | -0.023 | 0.018 | -0.036 |
| 2017 | 0.025 | 0.026 | 0.017 | 0.019 |
| 2016 | 0.008 | 0.033 | 0.046 | 0.000 |
| 2015 | 0.022 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.062 |
| 3 years | 0.091 |
| 5 years | 0.017 |
| 10 years | 0.034 |