Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 29 |
| 1 month | 0.001 | 0 | 53 |
| 3 months | -0.002 | 0 | 38 |
| 1 year | 0.076 | 0 | 34 |
| 3 years | 0.062 | 0 | 10 |
| 5 years | 0.063 | 0 | 15 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.073 | — |
| 2023 | 0.117 | — |
| 2022 | -0.080 | — |
| 2021 | 0.053 | — |
| 2020 | 0.066 | — |
| 2019 | 0.141 | — |
| 2018 | -0.010 | — |
| 2017 | 0.090 | — |
| 2016 | 0.140 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | 0.015 | 0.015 | 0.039 | 0.003 |
| 2023 | 0.042 | 0.009 | 0.003 | 0.060 |
| 2022 | -0.037 | -0.075 | -0.005 | 0.038 |
| 2021 | 0.012 | 0.026 | 0.011 | 0.003 |
| 2020 | -0.121 | 0.103 | 0.048 | 0.049 |
| 2019 | 0.068 | 0.027 | 0.014 | 0.026 |
| 2018 | -0.003 | 0.004 | 0.026 | -0.036 |
| 2017 | 0.036 | 0.025 | 0.019 | 0.007 |
| 2016 | 0.023 | 0.057 | 0.054 | 0.000 |
| 2015 | -0.014 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.076 |
| 3 years | 0.062 |
| 5 years | 0.063 |