Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.011 | 0 | 34 |
| 1 month | -0.003 | 0 | 75 |
| 3 months | -0.006 | 0 | 49 |
| 1 year | 0.050 | 0 | 30 |
| 3 years | 0.046 | 0 | 7 |
| 5 years | 0.051 | 0 | 5 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.062 | — |
| 2023 | 0.103 | — |
| 2022 | -0.090 | — |
| 2021 | 0.060 | — |
| 2020 | 0.030 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | — | — | — |
| 2024 | 0.019 | 0.014 | 0.028 | -0.001 |
| 2023 | 0.016 | 0.020 | 0.006 | 0.058 |
| 2022 | -0.038 | -0.077 | -0.033 | 0.060 |
| 2021 | 0.022 | 0.021 | 0.007 | 0.009 |
| 2020 | -0.134 | 0.107 | 0.020 | 0.054 |
| 2019 | 0.024 | 0.022 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.050 |
| 3 years | 0.046 |
| 5 years | 0.051 |