Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.038 | 0 | 12 |
| 1 month | 0.020 | 0 | 24 |
| 3 months | -0.002 | 0 | 9 |
| 1 year | 0.130 | 0 | 3 |
| 3 years | 0.095 | 0 | 10 |
| 5 years | 0.147 | 0 | 5 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.163 | — |
| 2023 | 0.061 | — |
| 2022 | -0.012 | — |
| 2021 | 0.233 | — |
| 2020 | -0.118 | — |
| 2019 | 0.238 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | — | — | — |
| 2024 | 0.049 | 0.045 | 0.046 | 0.014 |
| 2023 | -0.007 | -0.007 | 0.034 | 0.040 |
| 2022 | -0.041 | -0.034 | -0.044 | 0.117 |
| 2021 | 0.093 | 0.061 | 0.041 | 0.021 |
| 2020 | -0.349 | 0.149 | -0.015 | 0.197 |
| 2019 | 0.125 | 0.033 | 0.007 | 0.057 |
| 2018 | 0.004 | -0.157 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.130 |
| 3 years | 0.095 |
| 5 years | 0.147 |