Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | 45 |
| 1 month | -0.030 | 0 | 58 |
| 3 months | -0.009 | 0 | 11 |
| 1 year | 0.082 | 0 | 41 |
| 3 years | 0.081 | 0 | 22 |
| 5 years | 0.094 | 0 | 10 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.177 | — |
| 2023 | 0.143 | — |
| 2022 | -0.149 | — |
| 2021 | 0.037 | — |
| 2020 | 0.191 | — |
| 2019 | 0.103 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.030 | — | — | — |
| 2024 | 0.062 | 0.053 | 0.021 | 0.032 |
| 2023 | 0.059 | 0.024 | 0.014 | 0.040 |
| 2022 | -0.060 | -0.112 | -0.059 | 0.085 |
| 2021 | 0.071 | 0.080 | -0.074 | -0.031 |
| 2020 | -0.163 | 0.139 | 0.083 | 0.153 |
| 2019 | 0.061 | 0.034 | -0.072 | 0.084 |
| 2018 | -0.060 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.082 |
| 3 years | 0.081 |
| 5 years | 0.094 |