Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | — |
| 1 month | -0.001 | 0 | — |
| 3 months | 0.013 | 0 | — |
| 1 year | 0.092 | 0 | — |
| 3 years | 0.045 | 0 | — |
| 5 years | 0.063 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.099 | — |
| 2023 | 0.072 | — |
| 2022 | -0.081 | — |
| 2021 | 0.037 | — |
| 2020 | -0.043 | — |
| 2019 | 0.083 | — |
| 2018 | 0.056 | — |
| 2017 | 0.149 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.022 | — | — | — |
| 2024 | 0.025 | 0.025 | 0.025 | 0.021 |
| 2023 | 0.011 | 0.017 | 0.020 | 0.022 |
| 2022 | -0.027 | -0.027 | -0.007 | -0.024 |
| 2021 | 0.006 | 0.013 | 0.014 | 0.004 |
| 2020 | -0.213 | 0.129 | 0.020 | 0.057 |
| 2019 | 0.023 | 0.026 | 0.025 | 0.007 |
| 2018 | 0.021 | 0.016 | 0.016 | 0.002 |
| 2017 | 0.036 | 0.039 | 0.040 | 0.026 |
| 2016 | 0.046 | 0.000 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.092 |
| 3 years | 0.045 |
| 5 years | 0.063 |