Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.002 | 0 | 28 |
| 1 month | -0.002 | 0 | 46 |
| 3 months | -0.014 | 0 | 40 |
| 1 year | 0.055 | 0 | 10 |
| 3 years | 0.014 | 0 | 58 |
| 5 years | 0.039 | 0 | 9 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.047 | — |
| 2023 | 0.062 | — |
| 2022 | -0.113 | — |
| 2021 | 0.068 | — |
| 2020 | 0.061 | — |
| 2019 | 0.081 | — |
| 2018 | -0.086 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | — | — | — |
| 2024 | 0.012 | 0.004 | 0.049 | -0.018 |
| 2023 | 0.031 | -0.012 | -0.033 | 0.077 |
| 2022 | -0.019 | -0.086 | -0.045 | 0.035 |
| 2021 | 0.014 | 0.025 | 0.003 | 0.024 |
| 2020 | -0.105 | 0.080 | 0.025 | 0.070 |
| 2019 | 0.033 | 0.019 | 0.001 | 0.026 |
| 2018 | -0.024 | -0.020 | 0.005 | -0.050 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.014 |
| 5 years | 0.039 |