Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 38 |
| 1 month | -0.001 | 0 | 76 |
| 3 months | 0.000 | 0 | 43 |
| 1 year | 0.129 | 0 | 1 |
| 3 years | 0.055 | 0 | 10 |
| 5 years | 0.049 | 0 | 20 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.191 | — |
| 2023 | 0.066 | — |
| 2022 | -0.156 | — |
| 2021 | 0.026 | — |
| 2020 | 0.032 | — |
| 2019 | 0.125 | — |
| 2018 | -0.057 | — |
| 2017 | 0.102 | — |
| 2016 | 0.045 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | — | — | — |
| 2024 | 0.070 | 0.022 | 0.072 | 0.016 |
| 2023 | -0.032 | 0.022 | 0.015 | 0.062 |
| 2022 | -0.051 | -0.116 | -0.025 | 0.033 |
| 2021 | 0.006 | 0.020 | 0.006 | -0.007 |
| 2020 | -0.151 | 0.110 | 0.024 | 0.068 |
| 2019 | 0.046 | 0.032 | 0.023 | 0.019 |
| 2018 | -0.010 | -0.027 | 0.010 | -0.030 |
| 2017 | 0.028 | 0.029 | 0.020 | 0.021 |
| 2016 | -0.003 | 0.006 | 0.035 | 0.007 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | 0.039 |
| 5 years | 0.039 |