Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.028 | 0 | 34 |
| 1 month | -0.008 | 0 | 71 |
| 3 months | 0.010 | 0 | 28 |
| 1 year | 0.042 | 0 | 33 |
| 3 years | 0.053 | 0 | 23 |
| 5 years | 0.064 | 0 | 27 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.090 | — |
| 2023 | 0.058 | — |
| 2022 | -0.036 | — |
| 2021 | 0.084 | — |
| 2020 | 0.063 | — |
| 2019 | 0.106 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.036 | — | — | — |
| 2024 | 0.064 | 0.019 | 0.023 | -0.017 |
| 2023 | 0.015 | 0.006 | -0.006 | 0.043 |
| 2022 | -0.030 | -0.033 | -0.019 | 0.048 |
| 2021 | 0.047 | 0.027 | 0.032 | -0.023 |
| 2020 | -0.052 | 0.011 | 0.081 | 0.026 |
| 2019 | 0.025 | 0.007 | 0.007 | 0.065 |
| 2018 | -0.047 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.010 |
| 3 years | 0.036 |
| 5 years | 0.053 |