Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | 48 |
| 1 month | -0.005 | 0 | 90 |
| 3 months | -0.008 | 0 | 85 |
| 1 year | 0.100 | 0 | 6 |
| 3 years | 0.046 | 0 | 36 |
| 5 years | 0.068 | 0 | 2 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.133 | — |
| 2023 | 0.054 | — |
| 2022 | -0.112 | — |
| 2021 | 0.057 | — |
| 2020 | 0.077 | — |
| 2019 | 0.156 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | 0.040 | 0.017 | 0.041 | 0.028 |
| 2023 | -0.099 | 0.055 | 0.025 | 0.081 |
| 2022 | -0.046 | -0.083 | -0.047 | 0.065 |
| 2021 | 0.020 | 0.028 | 0.011 | -0.002 |
| 2020 | -0.174 | 0.147 | 0.042 | 0.091 |
| 2019 | 0.040 | 0.033 | 0.022 | 0.053 |
| 2018 | -0.032 | 0.012 | -0.036 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.032 |
| 5 years | 0.059 |