Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | 5 |
| 1 month | -0.005 | 0 | 31 |
| 3 months | -0.017 | 0 | 31 |
| 1 year | 0.048 | 0 | 7 |
| 3 years | 0.063 | 0 | 13 |
| 5 years | 0.077 | 0 | 5 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.111 | — |
| 2023 | 0.043 | — |
| 2022 | 0.047 | — |
| 2021 | 0.162 | — |
| 2020 | -0.046 | — |
| 2019 | 0.082 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | -0.017 | — | — |
| 2024 | 0.054 | 0.003 | 0.017 | 0.033 |
| 2023 | -0.006 | 0.007 | 0.052 | -0.009 |
| 2022 | 0.025 | -0.020 | 0.035 | 0.006 |
| 2021 | 0.096 | 0.015 | 0.022 | 0.022 |
| 2020 | -0.135 | 0.071 | -0.016 | 0.046 |
| 2019 | 0.061 | -0.024 | 0.042 | 0.003 |
| 2018 | -0.039 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.016 |
| 3 years | 0.053 |
| 5 years | 0.070 |