Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.028 | 0 | 51 |
| 1 month | -0.032 | 0 | 94 |
| 3 months | -0.051 | 0 | 58 |
| 1 year | 0.025 | 0 | 62 |
| 3 years | 0.059 | 0 | 3 |
| 5 years | 0.064 | 0 | 10 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.083 | — |
| 2023 | 0.151 | — |
| 2022 | -0.087 | — |
| 2021 | 0.078 | — |
| 2020 | 0.022 | — |
| 2019 | 0.088 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | — | — | — |
| 2024 | 0.041 | 0.008 | 0.012 | 0.019 |
| 2023 | 0.036 | 0.035 | -0.005 | 0.078 |
| 2022 | -0.053 | -0.059 | -0.034 | 0.061 |
| 2021 | 0.024 | 0.027 | 0.004 | 0.022 |
| 2020 | -0.127 | 0.069 | 0.010 | 0.085 |
| 2019 | 0.040 | 0.016 | 0.012 | 0.018 |
| 2018 | -0.001 | 0.011 | -0.066 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | 0.059 |
| 5 years | 0.064 |