Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.011 | 0 | 29 |
| 1 month | -0.013 | 0 | 19 |
| 3 months | -0.042 | 0 | 30 |
| 1 year | 0.145 | 0 | 3 |
| 3 years | 0.110 | 0 | 5 |
| 5 years | 0.109 | 0 | 5 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.217 | — |
| 2023 | 0.157 | — |
| 2022 | -0.101 | — |
| 2021 | 0.156 | — |
| 2020 | 0.074 | — |
| 2019 | 0.174 | — |
| 2018 | -0.030 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | — | — | — |
| 2024 | 0.078 | 0.014 | 0.068 | 0.043 |
| 2023 | 0.066 | 0.021 | -0.016 | 0.081 |
| 2022 | -0.039 | -0.111 | -0.008 | 0.061 |
| 2021 | 0.034 | 0.049 | 0.014 | 0.052 |
| 2020 | -0.135 | 0.122 | 0.040 | 0.065 |
| 2019 | 0.092 | 0.018 | 0.016 | 0.039 |
| 2018 | -0.005 | 0.037 | 0.012 | -0.071 |
| 2017 | 0.003 | 0.009 | 0.044 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.145 |
| 3 years | 0.110 |
| 5 years | 0.109 |