Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.227 | 0 | 2 |
| 1 month | 0.081 | 0 | 1 |
| 3 months | 0.198 | 0 | 1 |
| 1 year | 0.165 | 0 | 23 |
| 3 years | 0.101 | 0 | 78 |
| 5 years | 0.110 | 0 | 41 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.002 | — |
| 2023 | -0.004 | — |
| 2022 | 0.175 | — |
| 2021 | 0.083 | — |
| 2020 | 0.107 | — |
| 2019 | 0.148 | — |
| 2018 | -0.159 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.053 | -0.028 | 0.198 | — |
| 2024 | 0.033 | 0.005 | 0.017 | -0.050 |
| 2023 | 0.011 | -0.051 | 0.043 | -0.004 |
| 2022 | 0.136 | -0.040 | -0.013 | 0.091 |
| 2021 | 0.042 | 0.028 | -0.020 | 0.031 |
| 2020 | -0.167 | 0.238 | -0.008 | 0.082 |
| 2019 | 0.049 | 0.051 | 0.034 | 0.007 |
| 2018 | -0.081 | 0.040 | -0.010 | -0.111 |
| 2017 | 0.057 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.165 |
| 3 years | 0.101 |
| 5 years | 0.110 |