Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.047 | 0 | 58 |
| 1 month | -0.002 | 0 | 44 |
| 3 months | -0.008 | 0 | 60 |
| 1 year | 0.018 | 0 | 91 |
| 3 years | 0.069 | 0 | 89 |
| 5 years | 0.078 | 0 | 78 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.052 | — |
| 2023 | 0.098 | — |
| 2022 | -0.154 | — |
| 2021 | 0.096 | — |
| 2020 | 0.169 | — |
| 2019 | 0.146 | — |
| 2018 | -0.077 | — |
| 2017 | 0.143 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.049 | — | — | — |
| 2024 | 0.105 | -0.020 | 0.004 | -0.033 |
| 2023 | 0.056 | -0.005 | -0.008 | 0.054 |
| 2022 | -0.112 | -0.146 | -0.035 | 0.156 |
| 2021 | 0.008 | 0.036 | 0.006 | 0.044 |
| 2020 | -0.159 | 0.172 | 0.054 | 0.126 |
| 2019 | 0.062 | -0.009 | 0.012 | 0.076 |
| 2018 | 0.003 | 0.004 | 0.002 | -0.086 |
| 2017 | 0.060 | 0.036 | 0.004 | 0.037 |
| 2016 | 0.049 | -0.010 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | 0.069 |
| 5 years | 0.078 |