Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.032 | 0 | — |
| 1 month | -0.007 | 0 | — |
| 3 months | 0.017 | 0 | — |
| 1 year | 0.027 | 0 | — |
| 3 years | 0.034 | 0 | — |
| 5 years | -0.023 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.012 | — |
| 2023 | 0.089 | — |
| 2022 | -0.203 | — |
| 2021 | -0.048 | — |
| 2020 | 0.069 | — |
| 2019 | 0.096 | — |
| 2018 | -0.040 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | 0.034 | — | — |
| 2024 | -0.002 | -0.003 | 0.026 | -0.009 |
| 2023 | 0.014 | -0.037 | 0.024 | 0.088 |
| 2022 | -0.074 | -0.086 | -0.123 | 0.074 |
| 2021 | -0.052 | 0.012 | -0.012 | 0.004 |
| 2020 | -0.066 | 0.092 | 0.013 | 0.036 |
| 2019 | 0.047 | 0.018 | 0.031 | -0.004 |
| 2018 | -0.022 | -0.009 | -0.006 | -0.004 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.027 |
| 3 years | 0.034 |
| 5 years | -0.023 |