Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 16 |
| 1 month | 0.006 | 0 | 28 |
| 3 months | 0.011 | 0 | 21 |
| 1 year | 0.041 | 0 | 61 |
| 3 years | 0.025 | 0 | 37 |
| 5 years | 0.026 | 0 | 8 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.038 | — |
| 2023 | 0.031 | — |
| 2022 | -0.021 | — |
| 2021 | 0.003 | — |
| 2020 | 0.005 | — |
| 2019 | 0.025 | — |
| 2018 | -0.022 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | — | — | — |
| 2024 | 0.009 | 0.008 | 0.013 | 0.008 |
| 2023 | 0.006 | 0.005 | 0.009 | 0.010 |
| 2022 | -0.010 | — | — | — |
| 2021 | 0.005 | 0.002 | 0.001 | -0.005 |
| 2020 | -0.075 | 0.046 | 0.022 | 0.016 |
| 2019 | 0.003 | 0.008 | 0.006 | 0.008 |
| 2018 | -0.002 | -0.004 | 0.000 | -0.016 |
| 2017 | 0.001 | -0.003 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.041 |
| 3 years | 0.025 |
| 5 years | 0.026 |