Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 64 |
| 1 month | -0.008 | 0 | 77 |
| 3 months | -0.005 | 0 | 70 |
| 1 year | 0.077 | 0 | 41 |
| 3 years | 0.067 | 0 | 23 |
| 5 years | 0.041 | 0 | 56 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.081 | — |
| 2023 | 0.108 | — |
| 2022 | -0.068 | — |
| 2021 | -0.022 | — |
| 2020 | 0.041 | — |
| 2019 | 0.106 | — |
| 2018 | 0.003 | — |
| 2017 | 0.051 | — |
| 2016 | 0.056 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | — | — | — |
| 2024 | 0.025 | 0.018 | 0.031 | 0.004 |
| 2023 | 0.027 | 0.004 | 0.002 | 0.073 |
| 2022 | -0.039 | -0.054 | -0.025 | 0.053 |
| 2021 | -0.005 | 0.012 | -0.008 | -0.021 |
| 2020 | -0.114 | 0.111 | -0.005 | 0.063 |
| 2019 | 0.051 | 0.018 | 0.010 | 0.024 |
| 2018 | -0.007 | 0.001 | 0.009 | 0.000 |
| 2017 | 0.016 | 0.013 | 0.016 | 0.005 |
| 2016 | 0.022 | 0.013 | 0.025 | -0.005 |
| 2015 | 0.001 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.023 |
| 3 years | 0.049 |
| 5 years | 0.031 |