Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 40 |
| 1 month | 0.005 | 0 | 33 |
| 3 months | -0.003 | 0 | 41 |
| 1 year | 0.055 | 0 | 23 |
| 3 years | 0.038 | 0 | 16 |
| 5 years | 0.040 | 0 | 16 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.070 | — |
| 2023 | 0.080 | — |
| 2022 | -0.094 | — |
| 2021 | 0.078 | — |
| 2020 | -0.003 | — |
| 2019 | 0.082 | — |
| 2018 | -0.053 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | — | — | — |
| 2024 | 0.030 | 0.001 | 0.021 | 0.017 |
| 2023 | 0.032 | 0.002 | -0.003 | 0.048 |
| 2022 | -0.048 | -0.051 | -0.022 | 0.027 |
| 2021 | 0.032 | 0.027 | 0.010 | 0.007 |
| 2020 | -0.092 | 0.054 | 0.011 | 0.031 |
| 2019 | 0.046 | 0.007 | 0.022 | 0.006 |
| 2018 | -0.008 | -0.008 | -0.005 | -0.033 |
| 2017 | 0.002 | 0.015 | -0.002 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.039 |
| 3 years | 0.033 |
| 5 years | 0.036 |