Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 88 |
| 1 month | -0.004 | 0 | 84 |
| 3 months | -0.010 | 0 | 90 |
| 1 year | 0.062 | 0 | 81 |
| 3 years | 0.047 | 0 | 71 |
| 5 years | 0.055 | 0 | 48 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.068 | — |
| 2023 | 0.124 | — |
| 2022 | -0.128 | — |
| 2021 | 0.023 | — |
| 2020 | 0.014 | — |
| 2019 | 0.129 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | — | — | — |
| 2024 | 0.020 | 0.004 | 0.044 | -0.001 |
| 2023 | 0.025 | 0.018 | 0.006 | 0.071 |
| 2022 | -0.051 | -0.111 | -0.020 | 0.056 |
| 2021 | -0.006 | 0.033 | -0.001 | -0.003 |
| 2020 | -0.191 | 0.119 | 0.039 | 0.078 |
| 2019 | 0.056 | 0.028 | 0.010 | 0.030 |
| 2018 | 0.009 | -0.047 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.034 |
| 3 years | 0.044 |
| 5 years | 0.055 |