Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | 4 |
| 1 month | 0.011 | 0 | 5 |
| 3 months | 0.005 | 0 | 7 |
| 1 year | 0.057 | 0 | 20 |
| 3 years | 0.021 | 0 | 72 |
| 5 years | 0.030 | 0 | 84 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.040 | — |
| 2023 | 0.079 | — |
| 2022 | -0.135 | — |
| 2021 | 0.058 | — |
| 2020 | -0.010 | — |
| 2019 | 0.131 | — |
| 2018 | -0.058 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | — | — | — |
| 2024 | 0.014 | 0.014 | 0.019 | -0.008 |
| 2023 | 0.023 | -0.026 | 0.021 | 0.061 |
| 2022 | -0.039 | -0.075 | -0.087 | 0.066 |
| 2021 | 0.009 | 0.031 | 0.005 | 0.012 |
| 2020 | -0.151 | 0.095 | -0.014 | 0.080 |
| 2019 | 0.061 | 0.028 | 0.019 | 0.017 |
| 2018 | -0.037 | 0.047 | -0.009 | -0.057 |
| 2017 | 0.012 | 0.008 | 0.027 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.057 |
| 3 years | 0.021 |
| 5 years | 0.030 |