Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | 18 |
| 1 month | -0.005 | 0 | 45 |
| 3 months | 0.008 | 0 | 20 |
| 1 year | 0.055 | 0 | 15 |
| 3 years | 0.033 | 0 | 25 |
| 5 years | 0.040 | 0 | 25 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.060 | — |
| 2023 | 0.046 | — |
| 2022 | -0.035 | — |
| 2021 | 0.028 | — |
| 2020 | 0.040 | — |
| 2019 | 0.037 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.022 | — | — | — |
| 2024 | 0.018 | 0.016 | 0.023 | 0.001 |
| 2023 | 0.014 | -0.005 | 0.006 | 0.030 |
| 2022 | -0.010 | -0.033 | -0.015 | 0.024 |
| 2021 | 0.014 | 0.014 | 0.004 | -0.005 |
| 2020 | -0.071 | 0.050 | 0.012 | 0.052 |
| 2019 | 0.013 | 0.005 | 0.005 | 0.013 |
| 2018 | -0.030 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.033 |
| 5 years | 0.040 |