Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.058 | 0 | 56 |
| 1 month | 0.002 | 0 | 46 |
| 3 months | -0.008 | 0 | 51 |
| 1 year | 0.034 | 0 | 75 |
| 3 years | 0.078 | 0 | 66 |
| 5 years | 0.111 | 0 | 59 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.016 | — |
| 2023 | 0.171 | — |
| 2022 | -0.122 | — |
| 2021 | 0.241 | — |
| 2020 | 0.044 | — |
| 2019 | 0.223 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.056 | — | — | — |
| 2024 | 0.053 | -0.005 | 0.006 | -0.037 |
| 2023 | 0.131 | 0.012 | -0.058 | 0.085 |
| 2022 | -0.092 | -0.095 | -0.047 | 0.122 |
| 2021 | 0.072 | 0.062 | 0.012 | 0.078 |
| 2020 | -0.205 | 0.180 | 0.024 | 0.087 |
| 2019 | 0.125 | 0.041 | 0.002 | 0.042 |
| 2018 | 0.034 | -0.011 | -0.133 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.013 |
| 3 years | 0.070 |
| 5 years | 0.106 |