Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | 31 |
| 1 month | 0.002 | 0 | 34 |
| 3 months | 0.020 | 0 | 12 |
| 1 year | 0.058 | 0 | 25 |
| 3 years | -0.014 | 0 | 93 |
| 5 years | 0.022 | 0 | 84 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.057 | — |
| 2023 | -0.037 | — |
| 2022 | -0.095 | — |
| 2021 | 0.047 | — |
| 2020 | 0.079 | — |
| 2019 | 0.014 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | — | — | — |
| 2024 | 0.021 | 0.005 | 0.005 | 0.026 |
| 2023 | -0.013 | -0.016 | 0.000 | -0.009 |
| 2022 | -0.016 | -0.037 | -0.056 | 0.011 |
| 2021 | 0.035 | 0.012 | 0.001 | -0.001 |
| 2020 | -0.094 | 0.129 | 0.013 | 0.042 |
| 2019 | 0.007 | 0 | 0.001 | 0.007 |
| 2018 | -0.012 | 0.000 | -0.022 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | -0.022 |
| 5 years | 0.017 |