Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.047 | 0 | 23 |
| 1 month | 0.037 | 0 | 33 |
| 3 months | 0.002 | 0 | 27 |
| 1 year | 0.045 | 0 | 37 |
| 3 years | 0.051 | 0 | 31 |
| 5 years | 0.097 | 0 | 36 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.006 | — |
| 2023 | 0.098 | — |
| 2022 | -0.244 | — |
| 2021 | 0.191 | — |
| 2020 | 0.369 | — |
| 2019 | 0.222 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.049 | -0.039 | 0.099 | -0.091 |
| 2023 | 0.078 | 0.017 | -0.118 | 0.135 |
| 2022 | -0.150 | -0.172 | -0.049 | 0.130 |
| 2021 | 0.013 | 0.072 | 0.023 | 0.073 |
| 2020 | -0.182 | 0.231 | 0.181 | 0.150 |
| 2019 | 0.136 | 0.041 | -0.043 | 0.080 |
| 2018 | 0.010 | -0.013 | -0.188 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.014 |
| 3 years | 0.040 |
| 5 years | 0.091 |