Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 8 |
| 1 month | 0.003 | 0 | 43 |
| 3 months | 0.002 | 0 | 39 |
| 1 year | 0.090 | 0 | 4 |
| 3 years | 0.064 | 0 | 5 |
| 5 years | 0.047 | 0 | 35 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.089 | — |
| 2023 | 0.123 | — |
| 2022 | -0.100 | — |
| 2021 | 0.025 | — |
| 2020 | 0.017 | — |
| 2019 | 0.096 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.011 | 0.013 | 0.042 | 0.020 |
| 2023 | 0.021 | 0.017 | 0.015 | 0.066 |
| 2022 | -0.047 | -0.097 | -0.008 | 0.054 |
| 2021 | 0.010 | 0.014 | 0.006 | -0.005 |
| 2020 | -0.130 | 0.093 | 0.023 | 0.047 |
| 2019 | 0.048 | 0.022 | 0.013 | 0.010 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.090 |
| 3 years | 0.064 |
| 5 years | 0.047 |