Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.034 | 0 | — |
| 1 month | -0.004 | 0 | — |
| 3 months | -0.028 | 0 | — |
| 1 year | 0.035 | 0 | — |
| 3 years | 0.073 | 0 | — |
| 5 years | 0.123 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.040 | — |
| 2023 | 0.206 | — |
| 2022 | -0.190 | — |
| 2021 | 0.329 | — |
| 2020 | 0.010 | — |
| 2019 | 0.231 | — |
| 2018 | -0.162 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.038 | — | — | — |
| 2024 | 0.060 | -0.013 | 0.012 | -0.018 |
| 2023 | 0.130 | 0.031 | -0.058 | 0.098 |
| 2022 | -0.126 | -0.132 | -0.052 | 0.127 |
| 2021 | 0.095 | 0.080 | 0.039 | 0.082 |
| 2020 | -0.253 | 0.143 | 0.047 | 0.129 |
| 2019 | 0.137 | 0.012 | 0.010 | 0.059 |
| 2018 | 0.004 | -0.002 | -0.018 | -0.149 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.035 |
| 3 years | 0.073 |
| 5 years | 0.123 |