Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.059 | 0 | 9 |
| 1 month | -0.007 | 0 | 77 |
| 3 months | -0.003 | 0 | 15 |
| 1 year | 0.081 | 0 | 23 |
| 3 years | 0.081 | 0 | 11 |
| 5 years | 0.116 | 0 | 10 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.096 | — |
| 2023 | 0.078 | — |
| 2022 | 0.046 | — |
| 2021 | 0.183 | — |
| 2020 | -0.115 | — |
| 2019 | 0.172 | — |
| 2018 | -0.088 | — |
| 2017 | 0.120 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.066 | — | — | — |
| 2024 | 0.045 | 0.032 | 0.018 | -0.002 |
| 2023 | 0.035 | -0.003 | 0.026 | 0.018 |
| 2022 | 0.029 | -0.038 | -0.023 | 0.081 |
| 2021 | 0.054 | 0.051 | 0.024 | 0.042 |
| 2020 | -0.235 | 0.088 | -0.036 | 0.103 |
| 2019 | 0.100 | 0.028 | 0.014 | 0.022 |
| 2018 | -0.072 | 0.101 | -0.012 | -0.097 |
| 2017 | 0.037 | 0.010 | 0.019 | 0.050 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.081 |
| 3 years | 0.081 |
| 5 years | 0.116 |