Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.032 | 0 | 85 |
| 1 month | -0.015 | 0 | 30 |
| 3 months | -0.029 | 0 | 69 |
| 1 year | 0.094 | 0 | 28 |
| 3 years | 0.036 | 0 | 10 |
| 5 years | 0.081 | 0 | 11 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.074 | — |
| 2023 | 0.130 | — |
| 2022 | -0.154 | — |
| 2021 | 0.185 | — |
| 2020 | 0.030 | — |
| 2019 | 0.341 | — |
| 2018 | -0.109 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.047 | — | — | — |
| 2024 | 0.047 | 0.010 | 0.045 | -0.028 |
| 2023 | 0.075 | 0.003 | -0.006 | 0.054 |
| 2022 | -0.041 | -0.123 | -0.060 | 0.071 |
| 2021 | 0.056 | 0.074 | -0.018 | 0.064 |
| 2020 | -0.179 | 0.130 | 0.028 | 0.080 |
| 2019 | 0.129 | 0.092 | 0.016 | 0.071 |
| 2018 | -0.034 | 0.033 | 0.019 | -0.124 |
| 2017 | 0.062 | 0.054 | 0.038 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.039 |
| 3 years | 0.018 |
| 5 years | 0.070 |