Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.084 | 0 | 22 |
| 1 month | 0.026 | 0 | 15 |
| 3 months | 0.027 | 0 | 22 |
| 1 year | 0.052 | 0 | 19 |
| 3 years | 0.040 | 0 | 18 |
| 5 years | 0.076 | 0 | 41 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.003 | — |
| 2023 | 0.141 | — |
| 2022 | -0.192 | — |
| 2021 | 0.145 | — |
| 2020 | 0.030 | — |
| 2019 | 0.248 | — |
| 2018 | -0.164 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.057 | — | — | — |
| 2024 | 0.043 | -0.025 | 0.027 | -0.040 |
| 2023 | 0.071 | 0.011 | -0.039 | 0.097 |
| 2022 | -0.106 | -0.114 | -0.086 | 0.115 |
| 2021 | 0.080 | 0.051 | -0.004 | 0.012 |
| 2020 | -0.265 | 0.208 | 0.034 | 0.123 |
| 2019 | 0.146 | 0.040 | 0.000 | 0.048 |
| 2018 | -0.007 | 0.026 | 0.000 | -0.179 |
| 2017 | 0.064 | 0.003 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.000 |
| 3 years | 0.022 |
| 5 years | 0.065 |