Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.011 | 0 | 42 |
| 1 month | 0.001 | 0 | 73 |
| 3 months | -0.042 | 0 | 60 |
| 1 year | 0.038 | 0 | 51 |
| 3 years | 0.044 | 0 | 42 |
| 5 years | 0.060 | 0 | 64 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.069 | — |
| 2023 | 0.076 | — |
| 2022 | -0.085 | — |
| 2021 | 0.086 | — |
| 2020 | 0.022 | — |
| 2019 | 0.241 | — |
| 2018 | -0.032 | — |
| 2017 | 0.192 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | — | — | — |
| 2024 | 0.031 | 0.030 | 0.013 | -0.006 |
| 2023 | 0.013 | 0.011 | 0.018 | 0.032 |
| 2022 | -0.073 | -0.053 | -0.008 | 0.052 |
| 2021 | -0.026 | 0.069 | 0.040 | 0.003 |
| 2020 | -0.190 | 0.133 | 0.004 | 0.109 |
| 2019 | 0.072 | 0.074 | 0.000 | 0.077 |
| 2018 | -0.046 | 0.113 | 0.011 | -0.098 |
| 2017 | 0.070 | 0.039 | 0.017 | 0.053 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.007 |
| 3 years | 0.034 |
| 5 years | 0.053 |