Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.019 | 0 | 53 |
| 1 month | -0.020 | 0 | 54 |
| 3 months | -0.054 | 0 | 59 |
| 1 year | 0.077 | 0 | 75 |
| 3 years | 0.070 | 0 | 67 |
| 5 years | 0.075 | 0 | 61 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.147 | — |
| 2023 | 0.109 | — |
| 2022 | -0.142 | — |
| 2021 | 0.133 | — |
| 2020 | 0.086 | — |
| 2019 | 0.169 | — |
| 2018 | -0.050 | — |
| 2017 | 0.107 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | — | — | — |
| 2024 | 0.071 | 0.006 | 0.053 | 0.011 |
| 2023 | 0.056 | 0.014 | -0.037 | 0.075 |
| 2022 | -0.074 | -0.118 | -0.017 | 0.069 |
| 2021 | 0.026 | 0.047 | 0.003 | 0.051 |
| 2020 | -0.149 | 0.130 | 0.053 | 0.073 |
| 2019 | 0.096 | 0.021 | 0.001 | 0.044 |
| 2018 | 0.001 | 0.020 | 0.007 | -0.076 |
| 2017 | 0.043 | 0.014 | 0.005 | 0.041 |
| 2016 | 0.018 | 0.051 | 0.009 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.077 |
| 3 years | 0.070 |
| 5 years | 0.075 |