Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.068 | 0 | 37 |
| 1 month | 0.018 | 0 | 7 |
| 3 months | 0.016 | 0 | 16 |
| 1 year | 0.051 | 0 | 64 |
| 3 years | 0.040 | 0 | 90 |
| 5 years | 0.081 | 0 | 88 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.007 | — |
| 2023 | 0.117 | — |
| 2022 | -0.136 | — |
| 2021 | 0.173 | — |
| 2020 | 0.033 | — |
| 2019 | 0.239 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.050 | — | — | — |
| 2024 | 0.032 | -0.023 | 0.044 | -0.043 |
| 2023 | 0.085 | 0.002 | -0.026 | 0.055 |
| 2022 | -0.074 | -0.090 | -0.068 | 0.099 |
| 2021 | 0.064 | 0.056 | 0.005 | 0.038 |
| 2020 | -0.212 | 0.157 | 0.016 | 0.116 |
| 2019 | 0.123 | 0.030 | 0.028 | 0.041 |
| 2018 | 0.005 | -0.113 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.055 |
| 3 years | 0.003 |
| 5 years | 0.058 |