Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.038 | 0 | 3 |
| 1 month | -0.016 | 0 | 38 |
| 3 months | -0.015 | 0 | 1 |
| 1 year | 0.013 | 0 | 32 |
| 3 years | 0.070 | 0 | 45 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.131 | — |
| 2022 | -0.105 | — |
| 2021 | 0.061 | — |
| 2020 | 0.074 | — |
| 2019 | 0.183 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.022 | 0.017 | 0.047 | 0.005 |
| 2023 | 0.031 | 0.014 | 0.010 | 0.071 |
| 2022 | -0.038 | -0.107 | -0.009 | 0.050 |
| 2021 | 0.013 | 0.030 | 0.009 | 0.008 |
| 2020 | -0.154 | 0.124 | 0.050 | 0.075 |
| 2019 | 0.074 | 0.038 | 0.022 | 0.039 |
| 2018 | -0.024 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.037 |
| 3 years | 0.052 |