Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 49 |
| 1 month | 0.005 | 0 | 5 |
| 3 months | 0.002 | 0 | 61 |
| 1 year | 0.072 | 0 | 66 |
| 3 years | 0.045 | 0 | 21 |
| 5 years | 0.049 | 0 | 7 |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.060 | — |
| 2023 | 0.092 | — |
| 2022 | -0.089 | — |
| 2021 | 0.064 | — |
| 2020 | 0.070 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.022 | 0.006 | 0.046 | -0.014 |
| 2023 | 0.031 | 0.012 | -0.015 | 0.062 |
| 2022 | -0.030 | -0.066 | -0.037 | 0.044 |
| 2021 | 0.017 | 0.027 | -0.003 | 0.022 |
| 2020 | -0.082 | 0.079 | 0.023 | 0.057 |
| 2019 | 0.008 | 0.028 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.072 |
| 3 years | 0.045 |
| 5 years | 0.049 |
| 10 years | 0.037 |