Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.065 | 0 | 24 |
| 1 month | -0.019 | 0 | 47 |
| 3 months | -0.016 | 0 | 27 |
| 1 year | 0.094 | 0 | 28 |
| 3 years | 0.019 | 0 | 39 |
| 5 years | 0.066 | 0 | 45 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.061 | — |
| 2023 | 0.062 | — |
| 2022 | -0.165 | — |
| 2021 | 0.230 | — |
| 2020 | 0.037 | — |
| 2019 | 0.306 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.086 | — | — | — |
| 2024 | 0.059 | 0.031 | 0.021 | -0.048 |
| 2023 | 0.060 | 0.022 | -0.033 | 0.014 |
| 2022 | -0.056 | -0.109 | -0.049 | 0.043 |
| 2021 | 0.050 | 0.094 | -0.021 | 0.093 |
| 2020 | -0.119 | 0.099 | 0.023 | 0.047 |
| 2019 | 0.144 | 0.065 | 0.022 | 0.049 |
| 2018 | -0.090 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.052 |
| 3 years | 0.005 |
| 5 years | 0.059 |