Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.023 | 0 | 54 |
| 1 month | -0.015 | 0 | 85 |
| 3 months | -0.010 | 0 | 68 |
| 1 year | 0.100 | 0 | 46 |
| 3 years | 0.022 | 0 | 40 |
| 5 years | 0.058 | 0 | 57 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.080 | — |
| 2023 | -0.031 | — |
| 2022 | 0.061 | — |
| 2021 | 0.132 | — |
| 2020 | -0.079 | — |
| 2019 | 0.206 | — |
| 2018 | -0.013 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.039 | — | — | — |
| 2024 | 0.008 | 0.003 | 0.065 | 0.002 |
| 2023 | -0.005 | -0.038 | -0.048 | 0.064 |
| 2022 | 0.053 | -0.002 | -0.003 | 0.013 |
| 2021 | 0.019 | 0.027 | 0.015 | 0.066 |
| 2020 | -0.157 | 0.116 | -0.036 | 0.016 |
| 2019 | 0.110 | 0.072 | 0.056 | -0.040 |
| 2018 | -0.079 | 0.086 | -0.002 | -0.011 |
| 2017 | 0.009 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.100 |
| 3 years | 0.022 |
| 5 years | 0.058 |