Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 2 |
| 1 month | -0.028 | 0 | 4 |
| 3 months | -0.023 | 0 | 2 |
| 1 year | 0.090 | 0 | 1 |
| 3 years | 0.012 | 0 | 67 |
| 5 years | 0.044 | 0 | 88 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.170 | — |
| 2023 | 0.007 | — |
| 2022 | -0.115 | — |
| 2021 | 0.118 | — |
| 2020 | -0.121 | — |
| 2019 | 0.190 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.044 | — | — | — |
| 2024 | 0.092 | 0.004 | 0.063 | 0.005 |
| 2023 | 0.035 | -0.015 | -0.014 | 0.002 |
| 2022 | 0.006 | -0.077 | -0.087 | 0.045 |
| 2021 | 0.093 | 0.011 | 0.004 | 0.009 |
| 2020 | -0.199 | 0.061 | 0.005 | 0.028 |
| 2019 | 0.097 | 0.024 | 0.048 | 0.011 |
| 2018 | -0.047 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.068 |
| 3 years | 0.005 |
| 5 years | 0.039 |