Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.053 | 0 | 25 |
| 1 month | -0.006 | 0 | 48 |
| 3 months | -0.011 | 0 | 30 |
| 1 year | 0.074 | 0 | 21 |
| 3 years | 0.087 | 0 | 16 |
| 5 years | 0.123 | 0 | 15 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.089 | — |
| 2023 | 0.162 | — |
| 2022 | -0.093 | — |
| 2021 | 0.254 | — |
| 2020 | -0.033 | — |
| 2019 | 0.263 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.059 | — | — | — |
| 2024 | 0.077 | 0.015 | 0.026 | -0.029 |
| 2023 | 0.087 | 0.025 | -0.021 | 0.065 |
| 2022 | -0.053 | -0.088 | -0.041 | 0.096 |
| 2021 | 0.084 | 0.066 | 0.008 | 0.077 |
| 2020 | -0.227 | 0.130 | -0.001 | 0.108 |
| 2019 | 0.128 | 0.033 | 0.025 | 0.057 |
| 2018 | 0.041 | 0.012 | -0.113 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.010 |
| 3 years | 0.057 |
| 5 years | 0.105 |