Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.023 | 0 | — |
| 1 month | 0.014 | 0 | — |
| 3 months | 0.012 | 0 | — |
| 1 year | 0.067 | 0 | — |
| 3 years | 0.065 | 0 | — |
| 5 years | 0.053 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.074 | — |
| 2023 | 0.079 | — |
| 2022 | -0.092 | — |
| 2021 | 0.074 | — |
| 2020 | 0.035 | — |
| 2019 | 0.094 | — |
| 2018 | -0.044 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | 0.012 | — | — |
| 2024 | 0.027 | 0.004 | 0.047 | -0.004 |
| 2023 | 0.026 | -0.001 | -0.003 | 0.055 |
| 2022 | -0.032 | -0.079 | -0.020 | 0.039 |
| 2021 | 0.032 | 0.032 | 0.009 | -0.001 |
| 2020 | -0.195 | 0.147 | 0.056 | 0.062 |
| 2019 | 0.054 | 0.020 | 0.004 | 0.014 |
| 2018 | -0.012 | 0.005 | 0.009 | -0.046 |
| 2017 | 0.005 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.046 |
| 3 years | 0.058 |
| 5 years | 0.049 |