Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 54 |
| 1 month | 0.017 | 0 | 36 |
| 3 months | 0.047 | 0 | 51 |
| 1 year | 0.050 | 0 | 41 |
| 3 years | 0.048 | 0 | 39 |
| 5 years | 0.049 | 0 | 31 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.108 | — |
| 2023 | 0.089 | — |
| 2022 | -0.126 | — |
| 2021 | 0.106 | — |
| 2020 | 0.042 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | 0.020 | — | — |
| 2024 | 0.046 | 0.015 | 0.020 | 0.022 |
| 2023 | 0.029 | 0.020 | -0.008 | 0.046 |
| 2022 | -0.043 | -0.073 | -0.013 | -0.002 |
| 2021 | 0.036 | 0.024 | 0.005 | 0.038 |
| 2020 | -0.102 | 0.074 | 0.028 | 0.051 |
| 2019 | 0.031 | 0.015 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.050 |
| 3 years | 0.048 |
| 5 years | 0.049 |