Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.145 | 0 | 1 |
| 1 month | 0.018 | 0 | 4 |
| 3 months | 0.049 | 0 | 6 |
| 1 year | 0.096 | 0 | 5 |
| 3 years | 0.078 | 0 | 9 |
| 5 years | 0.061 | 0 | 10 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.023 | — |
| 2023 | 0.056 | — |
| 2022 | -0.044 | — |
| 2021 | 0.071 | — |
| 2020 | 0.025 | — |
| 2019 | 0.032 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.053 | 0.070 | — | — |
| 2024 | 0.027 | -0.009 | 0.054 | -0.046 |
| 2023 | 0.005 | 0.006 | 0.015 | 0.029 |
| 2022 | 0.000 | -0.084 | -0.038 | 0.086 |
| 2021 | 0.050 | 0.022 | -0.003 | 0.001 |
| 2020 | -0.159 | 0.092 | 0.025 | 0.089 |
| 2019 | 0.034 | -0.018 | -0.010 | 0.026 |
| 2018 | -0.063 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.063 |
| 3 years | 0.067 |
| 5 years | 0.054 |