Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | 57 |
| 1 month | 0.010 | 0 | 38 |
| 3 months | 0.027 | 0 | 43 |
| 1 year | 0.054 | 0 | 13 |
| 3 years | 0.047 | 0 | 11 |
| 5 years | 0.030 | 0 | 19 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.086 | — |
| 2023 | 0.082 | — |
| 2022 | -0.110 | — |
| 2021 | 0.059 | — |
| 2020 | 0.022 | — |
| 2019 | 0.064 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | 0.023 | — | — |
| 2024 | 0.025 | 0.002 | 0.040 | 0.016 |
| 2023 | 0.010 | 0.011 | -0.009 | 0.069 |
| 2022 | -0.042 | -0.056 | -0.023 | 0.007 |
| 2021 | 0.007 | 0.026 | 0.005 | 0.020 |
| 2020 | -0.060 | 0.051 | 0.009 | 0.025 |
| 2019 | 0.032 | 0.010 | 0.017 | 0.005 |
| 2018 | 0.007 | -0.005 | -0.035 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.040 |
| 5 years | 0.025 |