Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | — |
| 1 month | -0.005 | 0 | — |
| 3 months | -0.011 | 0 | — |
| 1 year | 0.041 | 0 | — |
| 3 years | 0.035 | 0 | — |
| 5 years | 0.063 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.058 | — |
| 2023 | 0.107 | — |
| 2022 | -0.060 | — |
| 2021 | 0.072 | — |
| 2020 | -0.002 | — |
| 2019 | 0.048 | — |
| 2018 | -0.020 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | — | — | — |
| 2024 | 0.017 | 0.012 | 0.011 | 0.018 |
| 2023 | 0.025 | 0.029 | 0.038 | 0.011 |
| 2022 | -0.005 | -0.067 | 0.006 | 0.007 |
| 2021 | 0.032 | 0.021 | 0.014 | 0.003 |
| 2020 | -0.167 | 0.109 | 0.034 | 0.044 |
| 2019 | 0.028 | 0.008 | 0.002 | 0.010 |
| 2018 | 0.004 | -0.001 | 0.013 | -0.036 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.041 |
| 3 years | 0.035 |
| 5 years | 0.063 |