Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.042 | 0 | 42 |
| 1 month | 0.012 | 0 | 53 |
| 3 months | 0.023 | 0 | 48 |
| 1 year | 0.088 | 0 | 37 |
| 3 years | 0.035 | 0 | 46 |
| 5 years | 0.061 | 0 | 40 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.072 | — |
| 2023 | 0.091 | — |
| 2022 | -0.200 | — |
| 2021 | -0.031 | — |
| 2020 | 0.181 | — |
| 2019 | 0.181 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.030 | — | — | — |
| 2024 | 0.019 | 0.051 | 0.083 | -0.077 |
| 2023 | 0.039 | 0.007 | -0.031 | 0.077 |
| 2022 | -0.070 | -0.113 | -0.117 | 0.098 |
| 2021 | 0.022 | 0.049 | -0.084 | -0.014 |
| 2020 | -0.236 | 0.181 | 0.096 | 0.195 |
| 2019 | 0.097 | 0.007 | -0.042 | 0.117 |
| 2018 | -0.011 | -0.074 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.014 |
| 3 years | 0.011 |
| 5 years | 0.047 |