Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 49 |
| 1 month | -0.010 | 0 | 48 |
| 3 months | 0.012 | 0 | 49 |
| 1 year | 0.084 | 0 | 34 |
| 3 years | 0.037 | 0 | 59 |
| 5 years | 0.043 | 0 | 57 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.081 | — |
| 2023 | 0.081 | — |
| 2022 | -0.109 | — |
| 2021 | 0.025 | — |
| 2020 | 0.085 | — |
| 2019 | 0.100 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | 0.010 | 0.009 | 0.050 | 0.010 |
| 2023 | 0.036 | 0.000 | -0.032 | 0.079 |
| 2022 | -0.055 | -0.075 | 0.001 | 0.018 |
| 2021 | -0.022 | 0.029 | -0.006 | 0.025 |
| 2020 | -0.051 | 0.092 | 0.017 | 0.030 |
| 2019 | 0.057 | 0.022 | 0.011 | 0.007 |
| 2018 | -0.033 | -0.016 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.084 |
| 3 years | 0.037 |
| 5 years | 0.043 |