Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.005 | 0 | 17 |
| 1 month | -0.013 | 0 | 12 |
| 3 months | -0.030 | 0 | 12 |
| 1 year | 0.105 | 0 | 54 |
| 3 years | 0.073 | 0 | 42 |
| 5 years | 0.084 | 0 | 21 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.140 | — |
| 2023 | 0.106 | — |
| 2022 | -0.098 | — |
| 2021 | 0.128 | — |
| 2020 | 0.093 | — |
| 2019 | 0.167 | — |
| 2018 | -0.043 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | 0.047 | 0.017 | 0.055 | 0.014 |
| 2023 | 0.040 | 0.012 | -0.027 | 0.080 |
| 2022 | -0.045 | -0.099 | -0.006 | 0.055 |
| 2021 | 0.026 | 0.044 | 0.005 | 0.047 |
| 2020 | -0.133 | 0.122 | 0.043 | 0.076 |
| 2019 | 0.090 | 0.020 | 0.011 | 0.037 |
| 2018 | -0.006 | 0.025 | 0.007 | -0.069 |
| 2017 | 0.044 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.105 |
| 3 years | 0.073 |
| 5 years | 0.084 |