Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | 97 |
| 1 month | -0.010 | 0 | 71 |
| 3 months | -0.024 | 0 | 84 |
| 1 year | 0.086 | 0 | 27 |
| 3 years | 0.052 | 0 | 24 |
| 5 years | 0.059 | 0 | 14 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.113 | — |
| 2023 | 0.074 | — |
| 2022 | -0.101 | — |
| 2021 | 0.095 | — |
| 2020 | 0.079 | — |
| 2019 | 0.136 | — |
| 2018 | -0.031 | — |
| 2017 | 0.078 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | — | — | — |
| 2024 | 0.037 | 0.013 | 0.047 | 0.012 |
| 2023 | 0.029 | 0.002 | -0.024 | 0.066 |
| 2022 | -0.047 | -0.083 | -0.011 | 0.040 |
| 2021 | 0.012 | 0.038 | 0.005 | 0.037 |
| 2020 | -0.105 | 0.096 | 0.037 | 0.062 |
| 2019 | 0.077 | 0.018 | 0.010 | 0.025 |
| 2018 | -0.005 | 0.019 | 0.001 | -0.046 |
| 2017 | 0.029 | 0.008 | 0.005 | 0.034 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.086 |
| 3 years | 0.052 |
| 5 years | 0.059 |