Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.042 | 0 | 50 |
| 1 month | 0.006 | 0 | 55 |
| 3 months | 0.048 | 0 | 50 |
| 1 year | 0.074 | 0 | 54 |
| 3 years | 0.083 | 0 | 38 |
| 5 years | 0.053 | 0 | 54 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.114 | — |
| 2023 | 0.084 | — |
| 2022 | -0.100 | — |
| 2021 | 0.094 | — |
| 2020 | 0.061 | — |
| 2019 | 0.108 | — |
| 2018 | -0.027 | — |
| 2017 | 0.091 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | 0.019 | — | — |
| 2024 | 0.055 | -0.003 | 0.060 | -0.001 |
| 2023 | 0.038 | -0.006 | -0.023 | 0.075 |
| 2022 | -0.069 | -0.080 | -0.024 | 0.076 |
| 2021 | 0.016 | 0.026 | 0.002 | 0.047 |
| 2020 | -0.098 | 0.094 | 0.027 | 0.047 |
| 2019 | 0.068 | 0.008 | 0.009 | 0.020 |
| 2018 | -0.004 | 0.014 | 0.004 | -0.041 |
| 2017 | 0.033 | 0.013 | 0.004 | 0.038 |
| 2016 | 0.028 | -0.003 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.074 |
| 3 years | 0.083 |
| 5 years | 0.053 |