Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | — |
| 1 month | -0.007 | 0 | — |
| 3 months | 0.003 | 0 | — |
| 1 year | 0.115 | 0 | — |
| 3 years | 0.060 | 0 | — |
| 5 years | 0.023 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.072 | — |
| 2023 | 0.096 | — |
| 2022 | -0.115 | — |
| 2021 | -0.001 | — |
| 2020 | 0.113 | — |
| 2019 | 0.094 | — |
| 2018 | 0.008 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.026 | — | — | — |
| 2024 | -0.005 | 0.014 | 0.051 | 0.010 |
| 2023 | 0.038 | -0.003 | -0.031 | 0.094 |
| 2022 | -0.080 | -0.053 | 0.008 | 0.008 |
| 2021 | -0.051 | 0.023 | 0.012 | 0.016 |
| 2020 | 0.019 | 0.061 | 0.016 | 0.014 |
| 2019 | 0.047 | 0.034 | 0.021 | -0.010 |
| 2018 | -0.002 | 0.002 | -0.018 | 0.027 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.115 |
| 3 years | 0.060 |
| 5 years | 0.023 |