Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | 0 | 43 |
| 1 month | 0.006 | 0 | 38 |
| 3 months | 0.026 | 0 | 79 |
| 1 year | 0.059 | 0 | 55 |
| 3 years | 0.058 | 0 | 50 |
| 5 years | 0.031 | 0 | 38 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.059 | — |
| 2023 | 0.083 | — |
| 2022 | -0.079 | — |
| 2021 | 0.024 | — |
| 2020 | 0.004 | — |
| 2019 | 0.058 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | 0.020 | — | — |
| 2024 | 0.011 | 0.011 | 0.029 | 0.006 |
| 2023 | 0.012 | 0.018 | 0.010 | 0.041 |
| 2022 | -0.027 | -0.076 | -0.009 | 0.033 |
| 2021 | 0.009 | 0.015 | 0.000 | 0.000 |
| 2020 | -0.130 | 0.087 | 0.020 | 0.042 |
| 2019 | 0.039 | 0.006 | 0.002 | 0.010 |
| 2018 | 0.006 | -0.036 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.006 |
| 3 years | 0.040 |
| 5 years | 0.020 |