Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.007 | 0 | 31 |
| 1 month | -0.013 | 0 | 17 |
| 3 months | -0.032 | 0 | 17 |
| 1 year | 0.096 | 0 | 67 |
| 3 years | 0.065 | 0 | 56 |
| 5 years | 0.075 | 0 | 50 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.130 | — |
| 2023 | 0.097 | — |
| 2022 | -0.105 | — |
| 2021 | 0.119 | — |
| 2020 | 0.084 | — |
| 2019 | 0.158 | — |
| 2018 | -0.052 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | — | — | — |
| 2024 | 0.045 | 0.015 | 0.053 | 0.012 |
| 2023 | 0.038 | 0.010 | -0.029 | 0.077 |
| 2022 | -0.047 | -0.101 | -0.008 | 0.053 |
| 2021 | 0.024 | 0.042 | 0.003 | 0.045 |
| 2020 | -0.135 | 0.120 | 0.041 | 0.074 |
| 2019 | 0.088 | 0.018 | 0.009 | 0.035 |
| 2018 | -0.008 | 0.023 | 0.005 | -0.071 |
| 2017 | 0.042 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.096 |
| 3 years | 0.065 |
| 5 years | 0.075 |