Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.080 | 0 | 33 |
| 1 month | 0.055 | 0 | 31 |
| 3 months | 0.136 | 0 | 35 |
| 1 year | 0.028 | 0 | 63 |
| 3 years | 0.068 | 0 | 32 |
| 5 years | 0.094 | 0 | 26 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.030 | — |
| 2023 | 0.115 | — |
| 2022 | -0.127 | — |
| 2021 | 0.188 | — |
| 2020 | 0.208 | — |
| 2019 | 0.261 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.041 | 0.067 | — | — |
| 2024 | 0.065 | 0.001 | 0.023 | -0.055 |
| 2023 | 0.063 | 0.012 | -0.050 | 0.091 |
| 2022 | -0.100 | -0.108 | 0.067 | 0.019 |
| 2021 | 0.028 | 0.045 | 0.049 | 0.054 |
| 2020 | -0.177 | 0.194 | 0.070 | 0.148 |
| 2019 | 0.106 | 0.079 | 0.027 | 0.029 |
| 2018 | 0.030 | 0.020 | -0.140 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | 0.068 |
| 5 years | 0.094 |