Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 15 |
| 1 month | 0.003 | 0 | 64 |
| 3 months | 0.012 | 0 | 16 |
| 1 year | 0.057 | 0 | 2 |
| 3 years | 0.049 | 0 | 11 |
| 5 years | 0.031 | 0 | 23 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.060 | — |
| 2023 | 0.059 | — |
| 2022 | 0.005 | — |
| 2021 | 0.001 | — |
| 2020 | 0.013 | — |
| 2019 | 0.029 | — |
| 2018 | 0.021 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | 0.015 | 0.014 | 0.018 | 0.012 |
| 2023 | 0.014 | 0.011 | 0.014 | 0.019 |
| 2022 | -0.008 | -0.003 | 0.004 | 0.011 |
| 2021 | 0 | 0.001 | 0.001 | -0.001 |
| 2020 | -0.013 | 0.022 | 0.003 | 0.002 |
| 2019 | 0.010 | 0.008 | 0.006 | 0.006 |
| 2018 | 0.004 | 0.006 | 0.006 | 0.005 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.057 |
| 3 years | 0.049 |
| 5 years | 0.031 |