Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.025 | 0 | 9 |
| 1 month | 0.007 | 0 | 11 |
| 3 months | 0.018 | 0 | 16 |
| 1 year | 0.080 | 0 | 17 |
| 3 years | 0.041 | 0 | 13 |
| 5 years | 0.015 | 0 | 35 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.048 | — |
| 2023 | 0.079 | — |
| 2022 | -0.117 | — |
| 2021 | -0.009 | — |
| 2020 | 0.069 | — |
| 2019 | 0.115 | — |
| 2018 | -0.019 | — |
| 2017 | 0.041 | — |
| 2016 | 0.046 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | — | — | — |
| 2024 | 0.005 | 0.006 | 0.043 | -0.007 |
| 2023 | 0.024 | 0 | -0.001 | 0.055 |
| 2022 | -0.068 | -0.046 | -0.032 | 0.027 |
| 2021 | -0.023 | 0.018 | 0.000 | -0.004 |
| 2020 | -0.027 | 0.060 | 0.013 | 0.023 |
| 2019 | 0.047 | 0.034 | 0.022 | 0.008 |
| 2018 | -0.019 | -0.005 | 0.004 | 0.000 |
| 2017 | 0.008 | 0.017 | 0.010 | 0.005 |
| 2016 | 0.036 | 0.026 | 0.015 | -0.030 |
| 2015 | 0.005 | 0.004 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.031 |
| 5 years | 0.008 |