Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | 81 |
| 1 month | -0.006 | 0 | 96 |
| 3 months | -0.002 | 0 | 92 |
| 1 year | 0.032 | 0 | 72 |
| 3 years | 0.041 | 0 | 40 |
| 5 years | 0.025 | 0 | 29 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.070 | — |
| 2023 | 0.072 | — |
| 2022 | -0.107 | — |
| 2021 | 0.055 | — |
| 2020 | 0.008 | — |
| 2019 | 0.119 | — |
| 2018 | -0.032 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | -0.002 | — | — |
| 2024 | 0.026 | 0.006 | 0.035 | 0.002 |
| 2023 | 0.025 | 0.004 | -0.010 | 0.053 |
| 2022 | -0.040 | -0.059 | -0.026 | 0.013 |
| 2021 | 0.008 | 0.020 | 0.001 | 0.024 |
| 2020 | -0.071 | 0.031 | 0.010 | 0.042 |
| 2019 | 0.051 | 0.020 | 0.030 | 0.013 |
| 2018 | -0.011 | 0.004 | -0.001 | -0.023 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.011 |
| 3 years | 0.034 |
| 5 years | 0.021 |