Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.054 | 0 | 14 |
| 1 month | -0.013 | 0 | 61 |
| 3 months | -0.010 | 0 | 28 |
| 1 year | 0.028 | 0 | 54 |
| 3 years | 0.044 | 0 | 49 |
| 5 years | 0.077 | 0 | 41 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.020 | — |
| 2023 | 0.103 | — |
| 2022 | -0.145 | — |
| 2021 | 0.185 | — |
| 2020 | -0.007 | — |
| 2019 | 0.249 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.068 | — | — | — |
| 2024 | 0.061 | -0.019 | 0.021 | -0.040 |
| 2023 | 0.081 | 0.012 | -0.037 | 0.047 |
| 2022 | -0.089 | -0.102 | -0.057 | 0.109 |
| 2021 | 0.077 | 0.055 | 0.000 | 0.042 |
| 2020 | -0.251 | 0.170 | 0.013 | 0.118 |
| 2019 | 0.103 | 0.040 | 0.023 | 0.064 |
| 2018 | 0.012 | 0.017 | -0.159 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.007 |
| 3 years | 0.037 |
| 5 years | 0.073 |