Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | 0 | 45 |
| 1 month | 0.002 | 0 | 99 |
| 3 months | 0.011 | 0 | 96 |
| 1 year | 0.060 | 0 | 30 |
| 3 years | 0.054 | 0 | 16 |
| 5 years | 0.031 | 0 | 20 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.057 | — |
| 2023 | 0.073 | — |
| 2022 | -0.032 | — |
| 2021 | 0.001 | — |
| 2020 | 0.031 | — |
| 2019 | 0.047 | — |
| 2018 | -0.008 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | 0.016 | — | — |
| 2024 | 0.010 | 0.010 | 0.029 | 0.008 |
| 2023 | 0.021 | -0.005 | 0.024 | 0.032 |
| 2022 | -0.012 | -0.034 | -0.015 | 0.029 |
| 2021 | -0.001 | 0.009 | -0.001 | -0.006 |
| 2020 | -0.045 | 0.044 | 0.014 | 0.020 |
| 2019 | 0.019 | 0.014 | 0.006 | 0.007 |
| 2018 | -0.004 | -0.002 | 0.003 | -0.006 |
| 2017 | 0.005 | 0.003 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.060 |
| 3 years | 0.054 |
| 5 years | 0.031 |