Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.010 | 0 | 9 |
| 1 month | -0.014 | 0 | 36 |
| 3 months | -0.054 | 0 | 17 |
| 1 year | 0.042 | 0 | 13 |
| 3 years | 0.043 | 0 | 41 |
| 5 years | 0.078 | 0 | 41 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.092 | — |
| 2023 | 0.069 | — |
| 2022 | -0.040 | — |
| 2021 | 0.127 | — |
| 2020 | 0.054 | — |
| 2019 | 0.153 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | — | — | — |
| 2024 | 0.045 | 0.013 | 0.020 | 0.012 |
| 2023 | 0.019 | -0.010 | 0.001 | 0.058 |
| 2022 | -0.013 | -0.043 | -0.019 | 0.036 |
| 2021 | 0.043 | 0.044 | 0.017 | 0.018 |
| 2020 | -0.160 | 0.141 | 0.011 | 0.088 |
| 2019 | 0.056 | 0.051 | 0.021 | 0.018 |
| 2018 | 0.010 | -0.056 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.043 |
| 5 years | 0.078 |