Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.084 | 0 | 48 |
| 1 month | 0.014 | 0 | 82 |
| 3 months | 0.102 | 0 | 82 |
| 1 year | 0.118 | 0 | 39 |
| 3 years | 0.095 | 0 | 27 |
| 5 years | 0.035 | 0 | 7 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.163 | — |
| 2023 | 0.012 | — |
| 2022 | -0.117 | — |
| 2021 | -0.052 | — |
| 2020 | 0.200 | — |
| 2019 | 0.134 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | 0.050 | — | — |
| 2024 | 0.041 | 0.073 | 0.071 | -0.028 |
| 2023 | 0.031 | -0.036 | -0.019 | 0.038 |
| 2022 | -0.057 | -0.078 | -0.084 | 0.108 |
| 2021 | 0.030 | 0.013 | -0.074 | -0.020 |
| 2020 | -0.128 | 0.170 | 0.057 | 0.112 |
| 2019 | 0.087 | -0.014 | -0.029 | 0.089 |
| 2018 | -0.056 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.118 |
| 3 years | 0.095 |
| 5 years | 0.035 |