Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 48 |
| 1 month | 0.004 | 0 | 15 |
| 3 months | -0.006 | 0 | 56 |
| 1 year | 0.077 | 0 | 32 |
| 3 years | 0.056 | 0 | 28 |
| 5 years | 0.075 | 0 | 3 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.071 | — |
| 2023 | 0.141 | — |
| 2022 | -0.114 | — |
| 2021 | 0.078 | — |
| 2020 | 0.069 | — |
| 2019 | 0.122 | — |
| 2018 | -0.030 | — |
| 2017 | 0.069 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | — | — | — |
| 2024 | 0.012 | 0.009 | 0.049 | -0.001 |
| 2023 | 0.036 | 0.021 | 0.008 | 0.071 |
| 2022 | -0.042 | -0.107 | -0.007 | 0.042 |
| 2021 | 0.025 | 0.033 | 0.010 | 0.007 |
| 2020 | -0.157 | 0.108 | 0.056 | 0.084 |
| 2019 | 0.062 | 0.019 | 0.010 | 0.026 |
| 2018 | -0.007 | 0.015 | 0.021 | -0.057 |
| 2017 | 0.025 | 0.013 | 0.022 | 0.008 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.077 |
| 3 years | 0.056 |
| 5 years | 0.075 |