Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.027 | 0 | 49 |
| 1 month | -0.006 | 0 | 27 |
| 3 months | -0.044 | 0 | 48 |
| 1 year | 0.055 | 0 | 12 |
| 3 years | 0.037 | 0 | 18 |
| 5 years | 0.047 | 0 | 34 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.117 | — |
| 2023 | 0.098 | — |
| 2022 | -0.135 | — |
| 2021 | 0.115 | — |
| 2020 | 0.031 | — |
| 2019 | 0.096 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | — | — | — |
| 2024 | 0.041 | 0.012 | 0.031 | 0.028 |
| 2023 | 0.019 | 0.016 | -0.010 | 0.071 |
| 2022 | -0.053 | -0.079 | -0.024 | 0.016 |
| 2021 | 0.031 | 0.042 | 0.004 | 0.035 |
| 2020 | -0.106 | 0.080 | 0.014 | 0.052 |
| 2019 | 0.050 | 0.007 | 0.016 | 0.020 |
| 2018 | 0.015 | 0.001 | -0.056 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.024 |
| 3 years | 0.026 |
| 5 years | 0.040 |