Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.032 | 0 | — |
| 1 month | 0.006 | 0 | — |
| 3 months | 0.021 | 0 | — |
| 1 year | 0.046 | 0 | — |
| 3 years | 0.062 | 0 | — |
| 5 years | 0.035 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.053 | — |
| 2023 | 0.099 | — |
| 2022 | -0.082 | — |
| 2021 | 0.038 | — |
| 2020 | 0.057 | — |
| 2019 | 0.098 | — |
| 2018 | -0.014 | — |
| 2017 | 0.031 | — |
| 2016 | 0.084 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | 0.022 | — | — |
| 2024 | 0.011 | 0.007 | 0.028 | 0.007 |
| 2023 | 0.029 | 0.014 | 0.002 | 0.051 |
| 2022 | -0.031 | -0.081 | -0.004 | 0.036 |
| 2021 | 0.010 | 0.019 | 0.004 | 0.005 |
| 2020 | -0.113 | 0.099 | 0.035 | 0.047 |
| 2019 | 0.051 | 0.021 | 0.009 | 0.015 |
| 2018 | -0.005 | 0.002 | 0.016 | -0.025 |
| 2017 | 0.010 | 0.011 | 0.008 | 0.001 |
| 2016 | 0.023 | 0.024 | 0.027 | 0.008 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.030 |
| 3 years | 0.057 |
| 5 years | 0.032 |