Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.055 | 0 | 24 |
| 1 month | 0.002 | 0 | 35 |
| 3 months | 0.042 | 0 | 11 |
| 1 year | 0.097 | 0 | 9 |
| 3 years | 0.097 | 0 | 9 |
| 5 years | 0.068 | 0 | 13 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.096 | — |
| 2023 | 0.124 | — |
| 2022 | -0.114 | — |
| 2021 | 0.124 | — |
| 2020 | 0.007 | — |
| 2019 | 0.134 | — |
| 2018 | -0.078 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | 0.042 | — | — |
| 2024 | 0.053 | 0.001 | 0.024 | 0.016 |
| 2023 | 0.051 | 0.016 | -0.009 | 0.062 |
| 2022 | -0.058 | -0.075 | -0.030 | 0.048 |
| 2021 | 0.047 | 0.037 | 0.013 | 0.022 |
| 2020 | -0.133 | 0.082 | 0.015 | 0.059 |
| 2019 | 0.071 | 0.012 | 0.025 | 0.020 |
| 2018 | -0.009 | -0.007 | -0.004 | -0.060 |
| 2017 | 0.006 | 0.028 | -0.002 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.080 |
| 3 years | 0.092 |
| 5 years | 0.065 |