Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.006 | 0 | 69 |
| 1 month | 0.010 | 0 | 16 |
| 3 months | 0.003 | 0 | 59 |
| 1 year | 0.077 | 0 | 7 |
| 3 years | 0.055 | 0 | 5 |
| 5 years | 0.043 | 0 | 12 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.092 | — |
| 2023 | 0.117 | — |
| 2022 | -0.109 | — |
| 2021 | 0.022 | — |
| 2020 | 0.025 | — |
| 2019 | 0.090 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.020 | 0.015 | 0.031 | 0.023 |
| 2023 | 0.030 | 0.020 | 0.010 | 0.053 |
| 2022 | -0.042 | -0.113 | -0.004 | 0.053 |
| 2021 | 0.009 | 0.014 | 0.005 | -0.007 |
| 2020 | -0.113 | 0.072 | 0.026 | 0.051 |
| 2019 | 0.033 | 0.019 | 0.014 | 0.021 |
| 2018 | -0.024 | 0.012 | -0.035 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.048 |
| 5 years | 0.039 |