Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.017 | 0 | 90 |
| 1 month | -0.017 | 0 | 96 |
| 3 months | -0.052 | 0 | 96 |
| 1 year | 0.094 | 0 | 91 |
| 3 years | 0.043 | 0 | 97 |
| 5 years | 0.090 | 0 | 98 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.152 | — |
| 2023 | 0.096 | — |
| 2022 | -0.106 | — |
| 2021 | 0.152 | — |
| 2020 | -0.021 | — |
| 2019 | 0.166 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | — | — | — |
| 2024 | 0.055 | -0.007 | 0.067 | 0.031 |
| 2023 | 0.052 | 0.005 | -0.018 | 0.056 |
| 2022 | 0.038 | -0.148 | -0.032 | 0.044 |
| 2021 | 0.054 | 0.048 | 0.010 | 0.033 |
| 2020 | -0.282 | 0.208 | 0.045 | 0.080 |
| 2019 | 0.105 | 0.029 | -0.018 | 0.044 |
| 2018 | -0.158 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.094 |
| 3 years | 0.043 |
| 5 years | 0.090 |