Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.007 | 0 | 70 |
| 1 month | 0.000 | 0 | 68 |
| 3 months | 0.002 | 0 | 80 |
| 1 year | 0.034 | 0 | 56 |
| 3 years | 0.046 | 0 | 65 |
| 5 years | 0.039 | 0 | 58 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.092 | — |
| 2023 | 0.075 | — |
| 2022 | -0.130 | — |
| 2021 | 0.109 | — |
| 2020 | 0.021 | — |
| 2019 | 0.133 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | 0.002 | — | — |
| 2024 | 0.038 | 0.010 | 0.032 | 0.009 |
| 2023 | 0.026 | 0.011 | -0.014 | 0.051 |
| 2022 | -0.041 | -0.077 | -0.029 | 0.012 |
| 2021 | 0.040 | 0.036 | -0.001 | 0.030 |
| 2020 | -0.131 | 0.089 | 0.016 | 0.062 |
| 2019 | 0.066 | 0.013 | 0.024 | 0.024 |
| 2018 | -0.002 | -0.058 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.003 |
| 3 years | 0.036 |
| 5 years | 0.033 |