Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.010 | 0 | 48 |
| 1 month | 0.006 | 0 | 88 |
| 3 months | 0.004 | 0 | 69 |
| 1 year | 0.071 | 0 | 5 |
| 3 years | 0.048 | 0 | 2 |
| 5 years | 0.033 | 0 | 2 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.078 | — |
| 2023 | 0.091 | — |
| 2022 | -0.085 | — |
| 2021 | 0.020 | — |
| 2020 | 0.007 | — |
| 2019 | 0.095 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | — | — | — |
| 2024 | 0.017 | 0.011 | 0.028 | 0.019 |
| 2023 | 0.017 | 0.013 | 0.013 | 0.045 |
| 2022 | -0.032 | -0.069 | -0.022 | 0.037 |
| 2021 | 0.006 | 0.011 | 0.005 | -0.002 |
| 2020 | -0.082 | 0.052 | 0.018 | 0.025 |
| 2019 | 0.039 | 0.025 | 0.016 | 0.012 |
| 2018 | -0.016 | 0.012 | -0.017 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.064 |
| 3 years | 0.046 |
| 5 years | 0.031 |