Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | 69 |
| 1 month | 0.002 | 0 | 47 |
| 3 months | -0.016 | 0 | 68 |
| 1 year | 0.025 | 0 | 80 |
| 3 years | 0.079 | 0 | 65 |
| 5 years | 0.115 | 0 | 54 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.016 | — |
| 2023 | 0.174 | — |
| 2022 | -0.112 | — |
| 2021 | 0.257 | — |
| 2020 | 0.061 | — |
| 2019 | 0.223 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.048 | — | — | — |
| 2024 | 0.053 | -0.005 | 0.006 | -0.037 |
| 2023 | 0.132 | 0.014 | -0.057 | 0.085 |
| 2022 | -0.090 | -0.093 | -0.044 | 0.125 |
| 2021 | 0.076 | 0.066 | 0.015 | 0.081 |
| 2020 | -0.193 | 0.181 | 0.022 | 0.089 |
| 2019 | 0.125 | 0.041 | 0.002 | 0.042 |
| 2018 | 0.034 | -0.011 | -0.133 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.005 |
| 3 years | 0.071 |
| 5 years | 0.110 |