Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.017 | 0 | — |
| 1 month | -0.013 | 0 | — |
| 3 months | -0.017 | 0 | — |
| 1 year | 0.047 | 0 | — |
| 3 years | 0.053 | 0 | — |
| 5 years | 0.049 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.102 | — |
| 2023 | 0.087 | — |
| 2022 | -0.030 | — |
| 2021 | -0.035 | — |
| 2020 | 0.169 | — |
| 2019 | 0.040 | — |
| 2018 | 0.009 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.017 | — | — | — |
| 2024 | 0.035 | -0.004 | 0.023 | 0.044 |
| 2023 | -0.013 | 0.036 | 0.023 | 0.039 |
| 2022 | -0.022 | -0.020 | -0.010 | 0.023 |
| 2021 | 0.012 | -0.015 | -0.019 | -0.013 |
| 2020 | 0.014 | 0.076 | 0.052 | 0.019 |
| 2019 | 0.003 | 0.005 | 0.008 | 0.024 |
| 2018 | 0.010 | -0.003 | 0.002 | 0.000 |
| 2017 | 0.009 | 0.006 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.047 |
| 3 years | 0.053 |
| 5 years | 0.049 |