Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.073 | 0 | 88 |
| 1 month | -0.027 | 0 | 99 |
| 3 months | -0.004 | 0 | 99 |
| 1 year | 0.050 | 0 | 93 |
| 3 years | 0.070 | 0 | 93 |
| 5 years | 0.074 | 0 | 90 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.025 | — |
| 2023 | 0.153 | — |
| 2022 | -0.161 | — |
| 2021 | 0.214 | — |
| 2020 | 0.072 | — |
| 2019 | 0.290 | — |
| 2018 | -0.033 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.043 | 0.056 | — | — |
| 2024 | 0.030 | -0.016 | 0.103 | -0.083 |
| 2023 | 0.084 | 0.041 | -0.065 | 0.092 |
| 2022 | -0.073 | -0.126 | -0.079 | 0.123 |
| 2021 | 0.052 | 0.072 | -0.003 | 0.079 |
| 2020 | -0.203 | 0.160 | 0.064 | 0.090 |
| 2019 | 0.117 | 0.072 | 0.019 | 0.057 |
| 2018 | -0.011 | 0.010 | 0.040 | -0.070 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.050 |
| 3 years | 0.070 |
| 5 years | 0.074 |