Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.017 | 0 | 34 |
| 1 month | -0.008 | 0 | 38 |
| 3 months | -0.025 | 0 | 21 |
| 1 year | 0.045 | 0 | 25 |
| 3 years | 0.027 | 0 | 42 |
| 5 years | 0.026 | 0 | 79 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.072 | — |
| 2023 | 0.099 | — |
| 2022 | -0.137 | — |
| 2021 | 0.045 | — |
| 2020 | 0.037 | — |
| 2019 | 0.113 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | — | — | — |
| 2024 | 0.027 | 0.009 | 0.026 | 0.008 |
| 2023 | 0.030 | 0.019 | -0.009 | 0.057 |
| 2022 | -0.051 | -0.072 | -0.029 | 0.010 |
| 2021 | 0 | 0.027 | 0 | 0.017 |
| 2020 | -0.083 | 0.071 | 0.019 | 0.037 |
| 2019 | 0.052 | 0.020 | 0.029 | 0.009 |
| 2018 | 0.006 | -0.030 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.045 |
| 3 years | 0.027 |
| 5 years | 0.026 |