Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.029 | 0 | 24 |
| 1 month | 0.001 | 0 | 62 |
| 3 months | 0.023 | 0 | 22 |
| 1 year | 0.082 | 0 | 30 |
| 3 years | 0.015 | 0 | 88 |
| 5 years | 0.002 | 0 | 84 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.024 | — |
| 2023 | 0.056 | — |
| 2022 | -0.162 | — |
| 2021 | -0.004 | — |
| 2020 | 0.136 | — |
| 2019 | 0.037 | — |
| 2018 | 0.005 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | — | — | — |
| 2024 | -0.003 | 0.005 | 0.051 | -0.027 |
| 2023 | 0.028 | -0.009 | -0.030 | 0.068 |
| 2022 | -0.069 | -0.070 | -0.043 | 0.011 |
| 2021 | -0.037 | 0.032 | 0.002 | -0.001 |
| 2020 | 0.030 | 0.047 | 0.027 | 0.025 |
| 2019 | 0.012 | 0.020 | 0.014 | -0.009 |
| 2018 | -0.004 | 0.005 | -0.001 | 0.004 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.003 |
| 3 years | -0.012 |
| 5 years | -0.014 |