Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.017 | 0 | — |
| 1 month | -0.004 | 0 | — |
| 3 months | -0.039 | 0 | — |
| 1 year | 0.045 | 0 | — |
| 3 years | 0.036 | 0 | — |
| 5 years | 0.055 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.079 | — |
| 2023 | 0.109 | — |
| 2022 | -0.120 | — |
| 2021 | 0.140 | — |
| 2020 | 0.018 | — |
| 2019 | 0.098 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.033 | 0.013 | 0.028 | 0.004 |
| 2023 | 0.040 | 0.024 | -0.008 | 0.050 |
| 2022 | -0.042 | -0.082 | -0.039 | 0.041 |
| 2021 | 0.059 | 0.028 | 0.004 | 0.044 |
| 2020 | -0.129 | 0.082 | 0.009 | 0.070 |
| 2019 | 0.040 | 0.019 | 0.011 | 0.025 |
| 2018 | 0.006 | -0.081 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.045 |
| 3 years | 0.036 |
| 5 years | 0.055 |