Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.020 | 0 | 47 |
| 1 month | -0.010 | 0 | 92 |
| 3 months | 0.008 | 0 | 76 |
| 1 year | 0.092 | 0 | 34 |
| 3 years | 0.116 | 0 | 17 |
| 5 years | 0.136 | 0 | 6 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.140 | — |
| 2023 | 0.173 | — |
| 2022 | 0.050 | — |
| 2021 | 0.098 | — |
| 2020 | 0.090 | — |
| 2019 | 0.064 | — |
| 2018 | 0.047 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.030 | — | — | — |
| 2024 | 0.053 | 0.028 | 0.029 | 0.024 |
| 2023 | 0.036 | 0.043 | 0.043 | 0.042 |
| 2022 | 0.019 | 0.001 | 0.023 | 0.007 |
| 2021 | 0.037 | 0.024 | 0.023 | 0.011 |
| 2020 | -0.167 | 0.214 | 0.049 | 0.028 |
| 2019 | 0.023 | 0.017 | 0.011 | 0.012 |
| 2018 | 0.014 | 0.016 | 0.015 | 0.001 |
| 2017 | 0.014 | 0.013 | 0.014 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.092 |
| 3 years | 0.116 |
| 5 years | 0.136 |