Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.059 | 0 | 16 |
| 1 month | 0.016 | 0 | 34 |
| 3 months | 0.042 | 0 | 12 |
| 1 year | 0.063 | 0 | 65 |
| 3 years | 0.034 | 0 | 50 |
| 5 years | 0.058 | 0 | 48 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.035 | — |
| 2023 | 0.073 | — |
| 2022 | -0.200 | — |
| 2021 | -0.021 | — |
| 2020 | 0.214 | — |
| 2019 | 0.213 | — |
| 2018 | -0.149 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.043 | — | — | — |
| 2024 | 0.037 | 0.030 | 0.063 | -0.088 |
| 2023 | 0.036 | 0.012 | -0.042 | 0.068 |
| 2022 | -0.103 | -0.103 | -0.092 | 0.095 |
| 2021 | 0.042 | 0.040 | -0.076 | -0.022 |
| 2020 | -0.231 | 0.199 | 0.105 | 0.191 |
| 2019 | 0.116 | 0.006 | -0.041 | 0.127 |
| 2018 | 0.005 | -0.071 | -0.016 | -0.074 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.015 |
| 3 years | 0.018 |
| 5 years | 0.048 |