Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | 16 |
| 1 month | -0.010 | 0 | 44 |
| 3 months | -0.036 | 0 | 19 |
| 1 year | 0.026 | 0 | 54 |
| 3 years | 0.019 | 0 | 83 |
| 5 years | 0.042 | 0 | 88 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.065 | — |
| 2023 | 0.053 | — |
| 2022 | -0.087 | — |
| 2021 | 0.060 | — |
| 2020 | 0.023 | — |
| 2019 | 0.121 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | 0.043 | 0.008 | 0.015 | -0.002 |
| 2023 | 0.012 | -0.013 | 0.001 | 0.053 |
| 2022 | -0.023 | -0.052 | -0.050 | 0.037 |
| 2021 | 0.014 | 0.037 | 0.003 | 0.005 |
| 2020 | -0.141 | 0.109 | 0.009 | 0.064 |
| 2019 | 0.050 | 0.037 | 0.016 | 0.014 |
| 2018 | 0.020 | -0.033 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.026 |
| 3 years | 0.019 |
| 5 years | 0.042 |