Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | 23 |
| 1 month | 0.011 | 0 | 12 |
| 3 months | -0.001 | 0 | 21 |
| 1 year | 0.049 | 0 | 32 |
| 3 years | 0.024 | 0 | 47 |
| 5 years | 0.057 | 0 | 25 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.025 | — |
| 2023 | 0.089 | — |
| 2022 | -0.095 | — |
| 2021 | 0.097 | — |
| 2020 | 0.062 | — |
| 2019 | 0.190 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | — | — | — |
| 2024 | 0.007 | 0.007 | 0.046 | -0.034 |
| 2023 | 0.031 | 0.004 | -0.023 | 0.077 |
| 2022 | -0.029 | -0.072 | -0.042 | 0.048 |
| 2021 | -0.009 | 0.055 | 0 | 0.049 |
| 2020 | -0.131 | 0.093 | 0.052 | 0.063 |
| 2019 | 0.077 | 0.048 | 0.032 | 0.022 |
| 2018 | -0.039 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.049 |
| 3 years | 0.024 |
| 5 years | 0.057 |