Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.076 | 0 | 4 |
| 1 month | 0.012 | 0 | 14 |
| 3 months | 0.029 | 0 | 35 |
| 1 year | 0.048 | 0 | 79 |
| 3 years | 0.055 | 0 | 69 |
| 5 years | 0.012 | 0 | 79 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.001 | — |
| 2023 | 0.086 | — |
| 2022 | -0.110 | — |
| 2021 | -0.010 | — |
| 2020 | 0.097 | — |
| 2019 | 0.100 | — |
| 2018 | 0.002 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.033 | 0.032 | — | — |
| 2024 | -0.010 | -0.005 | 0.056 | -0.039 |
| 2023 | 0.043 | -0.003 | -0.023 | 0.069 |
| 2022 | -0.075 | -0.070 | -0.013 | 0.048 |
| 2021 | -0.022 | 0.022 | -0.004 | -0.006 |
| 2020 | -0.076 | 0.106 | 0.035 | 0.037 |
| 2019 | 0.039 | 0.029 | 0.005 | 0.022 |
| 2018 | -0.008 | 0.002 | 0.003 | 0.005 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.055 |
| 5 years | 0.012 |