Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.087 | 0 | 41 |
| 1 month | -0.030 | 0 | 23 |
| 3 months | -0.109 | 0 | 35 |
| 1 year | -0.007 | 0 | 80 |
| 3 years | 0.016 | 0 | 93 |
| 5 years | 0.076 | 0 | 82 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.119 | — |
| 2023 | 0.149 | — |
| 2022 | -0.181 | — |
| 2021 | 0.230 | — |
| 2020 | 0.077 | — |
| 2019 | 0.219 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.059 | — | — | — |
| 2024 | 0.063 | 0.007 | 0.035 | 0.010 |
| 2023 | 0.053 | 0.048 | -0.028 | 0.071 |
| 2022 | -0.041 | -0.137 | -0.014 | 0.005 |
| 2021 | 0.072 | 0.056 | 0.011 | 0.074 |
| 2020 | -0.188 | 0.140 | 0.057 | 0.100 |
| 2019 | 0.118 | 0.006 | 0.027 | 0.056 |
| 2018 | -0.114 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.007 |
| 3 years | 0.016 |
| 5 years | 0.076 |