Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.035 | 0 | — |
| 1 month | 0.009 | 0 | — |
| 3 months | 0.064 | 0 | — |
| 1 year | 0.055 | 0 | — |
| 3 years | 0.068 | 0 | — |
| 5 years | 0.051 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.091 | — |
| 2023 | 0.108 | — |
| 2022 | -0.136 | — |
| 2021 | 0.095 | — |
| 2020 | -0.015 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.017 | 0.043 | — | — |
| 2024 | 0.045 | 0.010 | 0.039 | -0.005 |
| 2023 | 0.026 | 0.029 | -0.018 | 0.068 |
| 2022 | -0.042 | -0.114 | -0.035 | 0.055 |
| 2021 | 0.030 | 0.043 | 0.002 | 0.018 |
| 2020 | -0.226 | 0.130 | 0.048 | 0.074 |
| 2019 | 0.012 | 0.034 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.068 |
| 5 years | 0.051 |