Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | 45 |
| 1 month | 0.019 | 0 | 37 |
| 3 months | -0.019 | 0 | 50 |
| 1 year | 0.014 | 0 | 48 |
| 3 years | 0.032 | 0 | 21 |
| 5 years | 0.126 | 0 | 10 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.050 | — |
| 2023 | 0.092 | — |
| 2022 | -0.143 | — |
| 2021 | 0.227 | — |
| 2020 | 0.148 | — |
| 2019 | 0.356 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | — | — | — |
| 2024 | 0.029 | 0.068 | 0.008 | -0.051 |
| 2023 | 0.065 | -0.002 | -0.058 | 0.090 |
| 2022 | -0.076 | -0.120 | -0.096 | 0.166 |
| 2021 | 0.156 | 0.045 | -0.007 | 0.023 |
| 2020 | -0.335 | 0.288 | 0.068 | 0.255 |
| 2019 | 0.139 | 0.050 | -0.007 | 0.141 |
| 2018 | -0.185 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.037 |
| 3 years | 0.015 |
| 5 years | 0.114 |