Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.054 | 0 | 61 |
| 1 month | 0.010 | 0 | 40 |
| 3 months | 0.062 | 0 | 49 |
| 1 year | 0.072 | 0 | 53 |
| 3 years | 0.057 | 0 | 67 |
| 5 years | 0.039 | 0 | 67 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.084 | — |
| 2023 | 0.072 | — |
| 2022 | -0.142 | — |
| 2021 | 0.064 | — |
| 2020 | -0.007 | — |
| 2019 | 0.153 | — |
| 2018 | -0.079 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | 0.049 | — | — |
| 2024 | 0.036 | 0.015 | 0.045 | -0.013 |
| 2023 | 0.029 | 0.018 | -0.026 | 0.050 |
| 2022 | -0.042 | -0.102 | -0.060 | 0.061 |
| 2021 | 0.034 | 0.032 | -0.013 | 0.011 |
| 2020 | -0.209 | 0.119 | 0.032 | 0.086 |
| 2019 | 0.089 | 0.022 | 0.007 | 0.029 |
| 2018 | -0.017 | -0.010 | 0.011 | -0.065 |
| 2017 | 0.011 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.051 |
| 3 years | 0.050 |
| 5 years | 0.035 |