Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.010 | 0 | 64 |
| 1 month | -0.014 | 0 | 84 |
| 3 months | 0.010 | 0 | 64 |
| 1 year | 0.095 | 0 | 11 |
| 3 years | 0.049 | 0 | 20 |
| 5 years | 0.066 | 0 | 12 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.111 | — |
| 2023 | 0.095 | — |
| 2022 | -0.107 | — |
| 2021 | 0.059 | — |
| 2020 | 0.091 | — |
| 2019 | 0.120 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | — | — | — |
| 2024 | 0.025 | 0.010 | 0.055 | 0.017 |
| 2023 | 0.040 | 0.005 | -0.029 | 0.080 |
| 2022 | -0.049 | -0.086 | -0.001 | 0.028 |
| 2021 | -0.007 | 0.036 | -0.004 | 0.032 |
| 2020 | -0.078 | 0.107 | 0.024 | 0.043 |
| 2019 | 0.068 | 0.020 | 0.012 | 0.015 |
| 2018 | 0.019 | -0.038 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.095 |
| 3 years | 0.049 |
| 5 years | 0.066 |