Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 49 |
| 1 month | 0.007 | 0 | 26 |
| 3 months | 0.020 | 0 | 30 |
| 1 year | 0.023 | 0 | 40 |
| 3 years | 0.027 | 0 | 26 |
| 5 years | 0.020 | 0 | 19 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.072 | — |
| 2023 | 0.044 | — |
| 2022 | -0.119 | — |
| 2021 | 0.068 | — |
| 2020 | 0.020 | — |
| 2019 | 0.103 | — |
| 2018 | -0.044 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | 0.001 | — | — |
| 2024 | 0.038 | 0.011 | 0.013 | 0.008 |
| 2023 | 0.014 | 0.014 | -0.009 | 0.024 |
| 2022 | -0.043 | -0.063 | -0.032 | 0.014 |
| 2021 | 0.027 | 0.027 | -0.006 | 0.019 |
| 2020 | -0.080 | 0.063 | 0.017 | 0.026 |
| 2019 | 0.060 | 0.018 | 0.009 | 0.013 |
| 2018 | -0.018 | 0.008 | 0.008 | -0.042 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.047 |
| 3 years | 0.003 |
| 5 years | 0.006 |