Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | 58 |
| 1 month | -0.005 | 0 | 53 |
| 3 months | -0.030 | 0 | 62 |
| 1 year | 0.044 | 0 | 40 |
| 3 years | 0.034 | 0 | 41 |
| 5 years | 0.048 | 0 | 45 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.086 | — |
| 2023 | 0.087 | — |
| 2022 | -0.139 | — |
| 2021 | 0.118 | — |
| 2020 | -0.004 | — |
| 2019 | 0.154 | — |
| 2018 | -0.063 | — |
| 2017 | 0.039 | — |
| 2016 | 0.051 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | — | — | — |
| 2024 | 0.053 | 0.007 | 0.022 | 0.002 |
| 2023 | 0.043 | 0.017 | -0.025 | 0.051 |
| 2022 | -0.053 | -0.090 | -0.038 | 0.039 |
| 2021 | 0.052 | 0.031 | -0.010 | 0.042 |
| 2020 | -0.139 | 0.108 | 0.000 | 0.044 |
| 2019 | 0.067 | 0.034 | 0.024 | 0.022 |
| 2018 | -0.021 | 0.031 | -0.001 | -0.070 |
| 2017 | 0.033 | 0.006 | 0.020 | -0.020 |
| 2016 | -0.002 | -0.018 | 0.036 | 0.035 |
| 2015 | -0.009 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.034 |
| 5 years | 0.048 |