Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.011 | 0 | 41 |
| 1 month | -0.009 | 0 | 38 |
| 3 months | -0.015 | 0 | 41 |
| 1 year | 0.072 | 0 | 7 |
| 3 years | 0.045 | 0 | 6 |
| 5 years | 0.026 | 0 | 35 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.118 | — |
| 2023 | 0.088 | — |
| 2022 | -0.136 | — |
| 2021 | 0.003 | — |
| 2020 | 0.010 | — |
| 2019 | 0.053 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | — | — | — |
| 2024 | 0.028 | 0.021 | 0.035 | 0.029 |
| 2023 | 0.005 | 0.016 | 0.018 | 0.046 |
| 2022 | -0.068 | -0.098 | -0.017 | 0.045 |
| 2021 | 0.008 | 0.010 | 0.001 | -0.017 |
| 2020 | -0.104 | 0.069 | 0.013 | 0.041 |
| 2019 | 0.031 | 0.012 | 0.004 | 0.005 |
| 2018 | -0.021 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | 0.035 |
| 5 years | 0.020 |