Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | — |
| 1 month | 0.004 | 0 | — |
| 3 months | 0.006 | 0 | — |
| 1 year | 0.083 | 0 | — |
| 3 years | 0.035 | 0 | — |
| 5 years | 0.045 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.104 | — |
| 2023 | 0.065 | — |
| 2022 | -0.127 | — |
| 2021 | 0.045 | — |
| 2020 | 0.045 | — |
| 2019 | 0.140 | — |
| 2018 | -0.063 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | — | — | — |
| 2024 | 0.039 | 0.014 | 0.035 | 0.011 |
| 2023 | -0.033 | 0.004 | 0.023 | 0.073 |
| 2022 | -0.040 | -0.087 | -0.061 | 0.060 |
| 2021 | 0.011 | 0.030 | 0.008 | -0.004 |
| 2020 | -0.141 | 0.106 | 0.035 | 0.062 |
| 2019 | 0.046 | 0.034 | 0.010 | 0.043 |
| 2018 | -0.018 | -0.018 | -0.001 | -0.028 |
| 2017 | 0.033 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | 0.017 |
| 5 years | 0.034 |