Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.057 | 0 | — |
| 1 month | -0.021 | 0 | — |
| 3 months | -0.092 | 0 | — |
| 1 year | 0.012 | 0 | — |
| 3 years | 0.016 | 0 | — |
| 5 years | 0.031 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.121 | — |
| 2023 | 0.108 | — |
| 2022 | -0.248 | — |
| 2021 | 0.108 | — |
| 2020 | 0.116 | — |
| 2019 | 0.193 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.037 | — | — | — |
| 2024 | 0.073 | 0.008 | 0.015 | 0.021 |
| 2023 | 0.056 | 0.029 | -0.037 | 0.058 |
| 2022 | -0.112 | -0.130 | -0.013 | -0.014 |
| 2021 | 0.014 | 0.075 | -0.016 | 0.033 |
| 2020 | -0.140 | 0.145 | 0.054 | 0.076 |
| 2019 | 0.098 | 0.022 | 0.017 | 0.046 |
| 2018 | 0.005 | -0.075 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.038 |
| 3 years | -0.001 |
| 5 years | 0.020 |