Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | 27 |
| 1 month | -0.016 | 0 | 27 |
| 3 months | -0.052 | 0 | 22 |
| 1 year | 0.052 | 0 | 12 |
| 3 years | 0.040 | 0 | 31 |
| 5 years | 0.075 | 0 | 31 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.128 | — |
| 2023 | 0.098 | — |
| 2022 | -0.106 | — |
| 2021 | 0.166 | — |
| 2020 | 0.011 | — |
| 2019 | 0.181 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.064 | 0.007 | 0.035 | 0.017 |
| 2023 | 0.030 | 0.020 | -0.007 | 0.053 |
| 2022 | -0.031 | -0.076 | -0.033 | 0.033 |
| 2021 | 0.071 | 0.039 | 0.005 | 0.042 |
| 2020 | -0.174 | 0.115 | 0.016 | 0.081 |
| 2019 | 0.091 | 0.018 | 0.028 | 0.033 |
| 2018 | 0.010 | -0.090 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.052 |
| 3 years | 0.040 |
| 5 years | 0.075 |