Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 25 |
| 1 month | -0.014 | 0 | 73 |
| 3 months | -0.028 | 0 | 35 |
| 1 year | 0.111 | 0 | 22 |
| 3 years | 0.066 | 0 | 23 |
| 5 years | 0.081 | 0 | 34 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.135 | — |
| 2023 | 0.089 | — |
| 2022 | -0.081 | — |
| 2021 | 0.149 | — |
| 2020 | 0.055 | — |
| 2019 | 0.142 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.045 | 0.000 | 0.069 | 0.016 |
| 2023 | 0.035 | 0.009 | -0.031 | 0.076 |
| 2022 | -0.020 | -0.098 | -0.009 | 0.050 |
| 2021 | 0.038 | 0.048 | 0.004 | 0.052 |
| 2020 | -0.121 | 0.097 | 0.028 | 0.065 |
| 2019 | 0.082 | 0.020 | 0.016 | 0.019 |
| 2018 | -0.065 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.111 |
| 3 years | 0.066 |
| 5 years | 0.081 |