Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | 5 |
| 1 month | -0.005 | 0 | 13 |
| 3 months | -0.009 | 0 | 4 |
| 1 year | 0.072 | 0 | 3 |
| 3 years | 0.027 | 0 | 6 |
| 5 years | 0.030 | 0 | 38 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.076 | — |
| 2023 | 0.072 | — |
| 2022 | -0.139 | — |
| 2021 | 0.071 | — |
| 2020 | 0.028 | — |
| 2019 | 0.104 | — |
| 2018 | -0.048 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.022 | — | — | — |
| 2024 | 0.036 | 0.016 | 0.037 | -0.014 |
| 2023 | 0.030 | 0.019 | -0.013 | 0.034 |
| 2022 | -0.052 | -0.076 | -0.033 | 0.017 |
| 2021 | 0.015 | 0.032 | -0.009 | 0.031 |
| 2020 | -0.063 | 0.046 | 0.019 | 0.030 |
| 2019 | 0.044 | 0.029 | 0.009 | 0.019 |
| 2018 | -0.021 | -0.002 | 0.009 | -0.034 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.045 |
| 3 years | 0.018 |
| 5 years | 0.025 |