Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.038 | 0 | 59 |
| 1 month | 0.012 | 0 | 63 |
| 3 months | 0.027 | 0 | 86 |
| 1 year | 0.054 | 0 | 55 |
| 3 years | 0.049 | 0 | 20 |
| 5 years | 0.038 | 0 | 13 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.050 | — |
| 2023 | 0.070 | — |
| 2022 | -0.035 | — |
| 2021 | 0.041 | — |
| 2020 | 0.030 | — |
| 2019 | 0.054 | — |
| 2018 | -0.018 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | 0.012 | — | — |
| 2024 | 0.021 | 0.009 | 0.019 | 0.001 |
| 2023 | 0.017 | 0.001 | 0.008 | 0.043 |
| 2022 | -0.011 | -0.029 | -0.003 | 0.008 |
| 2021 | -0.007 | 0.028 | 0.008 | 0.011 |
| 2020 | -0.062 | 0.056 | 0.014 | 0.025 |
| 2019 | 0.023 | 0.023 | 0.014 | -0.006 |
| 2018 | -0.014 | 0.019 | 0.003 | -0.025 |
| 2017 | 0.001 | 0.004 | 0.015 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.049 |
| 5 years | 0.038 |