Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.056 | 0 | 11 |
| 1 month | -0.076 | 0 | 98 |
| 3 months | -0.103 | 0 | 15 |
| 1 year | 0.036 | 0 | 76 |
| 3 years | 0.052 | 0 | 99 |
| 5 years | 0.093 | 0 | 83 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.169 | — |
| 2023 | 0.024 | — |
| 2022 | 0 | — |
| 2021 | 0.241 | — |
| 2020 | -0.019 | — |
| 2019 | 0.205 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.021 | — | — | — |
| 2024 | 0.085 | -0.003 | 0.053 | 0.025 |
| 2023 | -0.025 | 0.012 | -0.017 | 0.057 |
| 2022 | -0.011 | -0.081 | -0.006 | 0.108 |
| 2021 | 0.091 | 0.029 | 0.025 | 0.079 |
| 2020 | -0.185 | 0.088 | 0.021 | 0.083 |
| 2019 | 0.103 | 0.013 | 0.033 | 0.043 |
| 2018 | 0.035 | -0.089 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.036 |
| 3 years | 0.052 |
| 5 years | 0.093 |