Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 21 |
| 1 month | -0.016 | 0 | 32 |
| 3 months | 0.016 | 0 | 21 |
| 1 year | 0.108 | 0 | 20 |
| 3 years | 0.054 | 0 | 57 |
| 5 years | 0.075 | 0 | 58 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.144 | — |
| 2023 | 0.085 | — |
| 2022 | -0.117 | — |
| 2021 | 0.079 | — |
| 2020 | 0.070 | — |
| 2019 | 0.103 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.048 | 0.014 | 0.060 | 0.015 |
| 2023 | 0.036 | 0.002 | -0.030 | 0.076 |
| 2022 | -0.049 | -0.100 | -0.019 | 0.051 |
| 2021 | 0.000 | 0.040 | -0.003 | 0.040 |
| 2020 | -0.106 | 0.102 | 0.027 | 0.057 |
| 2019 | 0.061 | 0.012 | 0.009 | 0.018 |
| 2018 | -0.045 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.108 |
| 3 years | 0.054 |
| 5 years | 0.075 |