Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.043 | 0 | 75 |
| 1 month | -0.015 | 0 | 59 |
| 3 months | -0.056 | 0 | 68 |
| 1 year | 0.038 | 0 | 35 |
| 3 years | 0.040 | 0 | 14 |
| 5 years | 0.054 | 0 | 22 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.128 | — |
| 2023 | 0.126 | — |
| 2022 | -0.140 | — |
| 2021 | 0.122 | — |
| 2020 | 0.045 | — |
| 2019 | 0.170 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.028 | — | — | — |
| 2024 | 0.048 | 0.023 | 0.022 | 0.029 |
| 2023 | 0.036 | 0.035 | -0.008 | 0.059 |
| 2022 | -0.039 | -0.097 | -0.018 | 0.009 |
| 2021 | 0.035 | 0.034 | 0.016 | 0.032 |
| 2020 | -0.118 | 0.103 | 0.028 | 0.045 |
| 2019 | 0.085 | 0.020 | 0.029 | 0.028 |
| 2018 | 0.022 | -0.069 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.038 |
| 3 years | 0.040 |
| 5 years | 0.054 |