Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.032 | 0 | — |
| 1 month | 0.008 | 0 | — |
| 3 months | 0.019 | 0 | — |
| 1 year | 0.098 | 0 | — |
| 3 years | 0.063 | 0 | — |
| 5 years | 0.057 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.061 | — |
| 2023 | 0.102 | — |
| 2022 | -0.087 | — |
| 2021 | 0.031 | — |
| 2020 | 0.093 | — |
| 2019 | 0.169 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.024 | — | — | — |
| 2024 | 0.011 | 0.005 | 0.052 | -0.008 |
| 2023 | 0.014 | 0.027 | -0.011 | 0.071 |
| 2022 | -0.052 | -0.074 | -0.011 | 0.052 |
| 2021 | -0.018 | 0.038 | 0.004 | 0.006 |
| 2020 | -0.100 | 0.106 | 0.032 | 0.064 |
| 2019 | 0.059 | 0.049 | 0.013 | 0.039 |
| 2018 | 0.008 | 0.001 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.043 |
| 3 years | 0.045 |
| 5 years | 0.046 |