Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 80 |
| 1 month | 0.001 | 0 | 98 |
| 3 months | 0.005 | 0 | 89 |
| 1 year | 0.037 | 0 | 49 |
| 3 years | 0.032 | 0 | 12 |
| 5 years | 0.022 | 0 | 11 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.045 | — |
| 2023 | 0.045 | — |
| 2022 | -0.008 | — |
| 2021 | -0.002 | — |
| 2020 | -0.002 | — |
| 2019 | 0.009 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | 0.013 | 0.011 | 0.010 | 0.010 |
| 2023 | 0.009 | 0.013 | 0.012 | 0.012 |
| 2022 | -0.005 | -0.008 | 0.001 | 0.004 |
| 2021 | 0.000 | 0.000 | -0.001 | -0.002 |
| 2020 | -0.036 | 0.027 | 0.005 | 0.002 |
| 2019 | 0.006 | 0.002 | 0.001 | 0.001 |
| 2018 | -0.003 | 0.000 | -0.009 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | 0.032 |
| 5 years | 0.022 |