Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | 16 |
| 1 month | 0.005 | 0 | 8 |
| 3 months | 0.016 | 0 | 12 |
| 1 year | 0.104 | 0 | 80 |
| 3 years | 0.101 | 0 | 3 |
| 5 years | 0.077 | 0 | 18 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.102 | — |
| 2023 | 0.121 | — |
| 2022 | 0.051 | — |
| 2021 | 0.043 | — |
| 2020 | 0.043 | — |
| 2019 | 0.084 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | — | — | — |
| 2024 | 0.030 | 0.023 | 0.036 | 0.010 |
| 2023 | 0.027 | 0.029 | 0.016 | 0.044 |
| 2022 | 0.005 | 0.000 | 0.010 | 0.035 |
| 2021 | 0.003 | 0.013 | 0.009 | 0.018 |
| 2020 | -0.007 | 0.024 | 0.012 | 0.014 |
| 2019 | 0.023 | 0.021 | 0.021 | 0.017 |
| 2018 | 0.016 | 0.017 | 0.003 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.104 |
| 3 years | 0.101 |
| 5 years | 0.077 |