Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | 2 |
| 1 month | -0.024 | 0 | 15 |
| 3 months | -0.022 | 0 | 2 |
| 1 year | 0.097 | 0 | 5 |
| 3 years | 0.094 | 0 | 5 |
| 5 years | 0.130 | 0 | 14 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.148 | — |
| 2023 | 0.186 | — |
| 2022 | -0.147 | — |
| 2021 | 0.282 | — |
| 2020 | -0.006 | — |
| 2019 | 0.279 | — |
| 2018 | -0.149 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.042 | — | — | — |
| 2024 | 0.067 | 0.033 | 0.019 | 0.022 |
| 2023 | 0.078 | 0.044 | -0.012 | 0.066 |
| 2022 | -0.082 | -0.089 | -0.045 | 0.069 |
| 2021 | 0.101 | 0.063 | 0.020 | 0.074 |
| 2020 | -0.278 | 0.165 | 0.028 | 0.150 |
| 2019 | 0.133 | 0.016 | 0.031 | 0.078 |
| 2018 | -0.032 | 0.009 | 0.041 | -0.164 |
| 2017 | 0.033 | 0.026 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.097 |
| 3 years | 0.094 |
| 5 years | 0.130 |