Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.041 | 0 | 25 |
| 1 month | -0.004 | 0 | 11 |
| 3 months | -0.059 | 0 | 30 |
| 1 year | 0.033 | 0 | 37 |
| 3 years | 0.054 | 0 | 14 |
| 5 years | 0.078 | 0 | 18 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.148 | — |
| 2023 | 0.119 | — |
| 2022 | -0.083 | — |
| 2021 | 0.102 | — |
| 2020 | 0.025 | — |
| 2019 | 0.219 | — |
| 2018 | -0.082 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.038 | — | — | — |
| 2024 | 0.094 | -0.012 | 0.038 | 0.023 |
| 2023 | 0.035 | 0.033 | 0.003 | 0.044 |
| 2022 | -0.011 | -0.090 | -0.019 | 0.038 |
| 2021 | 0.067 | 0.004 | 0.039 | -0.009 |
| 2020 | -0.184 | 0.115 | 0.008 | 0.118 |
| 2019 | 0.110 | 0.010 | 0.046 | 0.039 |
| 2018 | -0.035 | 0.044 | 0.027 | -0.113 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.054 |
| 5 years | 0.078 |