Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 19 |
| 1 month | -0.032 | 0 | 49 |
| 3 months | 0.009 | 0 | 19 |
| 1 year | 0.066 | 0 | 12 |
| 3 years | 0.026 | 0 | 46 |
| 5 years | 0.060 | 0 | 48 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.097 | — |
| 2023 | 0.095 | — |
| 2022 | -0.125 | — |
| 2021 | 0.116 | — |
| 2020 | 0.041 | — |
| 2019 | 0.204 | — |
| 2018 | -0.049 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.039 | 0.013 | 0.025 | 0.017 |
| 2023 | 0.032 | 0.031 | -0.006 | 0.035 |
| 2022 | -0.018 | -0.095 | -0.021 | 0.006 |
| 2021 | 0.025 | 0.060 | -0.023 | 0.051 |
| 2020 | -0.079 | 0.057 | 0.053 | 0.016 |
| 2019 | 0.098 | 0.022 | 0.032 | 0.040 |
| 2018 | -0.035 | 0.018 | 0.022 | -0.052 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.013 |
| 3 years | 0.009 |
| 5 years | 0.049 |