Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.008 | 0 | 26 |
| 1 month | -0.023 | 0 | 67 |
| 3 months | -0.033 | 0 | 29 |
| 1 year | 0.080 | 0 | 43 |
| 3 years | 0.063 | 0 | 19 |
| 5 years | 0.059 | 0 | 42 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.123 | — |
| 2023 | 0.100 | — |
| 2022 | -0.119 | — |
| 2021 | 0.084 | — |
| 2020 | 0.088 | — |
| 2019 | 0.152 | — |
| 2018 | -0.042 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | — | — | — |
| 2024 | 0.050 | 0.006 | 0.048 | 0.014 |
| 2023 | 0.045 | 0.009 | -0.024 | 0.068 |
| 2022 | -0.060 | -0.096 | -0.014 | 0.053 |
| 2021 | 0.007 | 0.037 | 0.005 | 0.032 |
| 2020 | -0.100 | 0.106 | 0.039 | 0.053 |
| 2019 | 0.087 | 0.022 | 0.013 | 0.025 |
| 2018 | -0.003 | 0.009 | 0.006 | -0.054 |
| 2017 | 0.007 | 0.026 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.080 |
| 3 years | 0.063 |
| 5 years | 0.059 |