Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.056 | 0 | — |
| 1 month | -0.017 | 0 | — |
| 3 months | -0.024 | 0 | — |
| 1 year | 0.059 | 0 | — |
| 3 years | 0.097 | 0 | — |
| 5 years | 0.100 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.051 | — |
| 2023 | 0.152 | — |
| 2022 | -0.119 | — |
| 2021 | 0.109 | — |
| 2020 | -0.016 | — |
| 2019 | 0.236 | — |
| 2018 | -0.268 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.075 | — | — | — |
| 2024 | 0.094 | -0.038 | 0.029 | -0.030 |
| 2023 | 0.096 | 0.024 | -0.054 | 0.085 |
| 2022 | -0.123 | -0.111 | 0.000 | 0.130 |
| 2021 | 0.084 | 0.007 | -0.059 | 0.080 |
| 2020 | -0.322 | 0.292 | 0.023 | 0.098 |
| 2019 | 0.103 | 0.029 | 0.061 | 0.027 |
| 2018 | -0.079 | -0.066 | -0.003 | -0.147 |
| 2017 | 0.035 | 0.074 | 0.090 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.017 |
| 3 years | 0.082 |
| 5 years | 0.091 |