Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | 63 |
| 1 month | -0.005 | 0 | 12 |
| 3 months | -0.026 | 0 | 66 |
| 1 year | 0.087 | 0 | 53 |
| 3 years | 0.022 | 0 | 27 |
| 5 years | 0.052 | 0 | 85 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.104 | — |
| 2023 | 0.047 | — |
| 2022 | -0.172 | — |
| 2021 | 0.111 | — |
| 2020 | 0.055 | — |
| 2019 | 0.283 | — |
| 2018 | -0.097 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.054 | — | — | — |
| 2024 | 0.095 | 0.013 | 0.039 | -0.042 |
| 2023 | 0.059 | 0.010 | -0.026 | 0.005 |
| 2022 | -0.052 | -0.133 | -0.056 | 0.067 |
| 2021 | 0.062 | 0.024 | -0.043 | 0.066 |
| 2020 | -0.128 | 0.103 | 0.044 | 0.050 |
| 2019 | 0.130 | 0.048 | 0.031 | 0.051 |
| 2018 | -0.035 | 0.014 | 0.045 | -0.117 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.024 |
| 3 years | 0.002 |
| 5 years | 0.040 |