Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.061 | 0 | 25 |
| 1 month | 0 | 0 | 96 |
| 3 months | 0.047 | 0 | 81 |
| 1 year | 0.073 | 0 | 45 |
| 3 years | 0.069 | 0 | 17 |
| 5 years | 0.044 | 0 | 56 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.059 | — |
| 2023 | 0.119 | — |
| 2022 | -0.140 | — |
| 2021 | 0.062 | — |
| 2020 | 0.063 | — |
| 2019 | 0.140 | — |
| 2018 | -0.078 | — |
| 2017 | 0.101 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | 0.053 | — | — |
| 2024 | 0.035 | 0.003 | 0.053 | -0.031 |
| 2023 | 0.038 | 0.024 | -0.027 | 0.082 |
| 2022 | -0.049 | -0.105 | -0.046 | 0.059 |
| 2021 | -0.002 | 0.048 | -0.008 | 0.024 |
| 2020 | -0.142 | 0.093 | 0.050 | 0.079 |
| 2019 | 0.067 | 0.021 | 0.008 | 0.038 |
| 2018 | -0.016 | -0.008 | 0.014 | -0.068 |
| 2017 | 0.029 | 0.024 | 0.014 | 0.030 |
| 2016 | 0 | 0.014 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.073 |
| 3 years | 0.069 |
| 5 years | 0.044 |