Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.080 | 0 | 46 |
| 1 month | -0.020 | 0 | 42 |
| 3 months | 0.080 | 0 | 46 |
| 1 year | 0.071 | 0 | 62 |
| 3 years | 0.010 | 0 | 79 |
| 5 years | 0.067 | 0 | 85 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.056 | — |
| 2023 | 0.030 | — |
| 2022 | -0.162 | — |
| 2021 | 0.212 | — |
| 2020 | 0.030 | — |
| 2019 | 0.285 | — |
| 2018 | -0.086 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.080 | — | — | — |
| 2024 | 0.065 | 0.019 | 0.023 | -0.048 |
| 2023 | 0.059 | 0.016 | -0.044 | 0.001 |
| 2022 | -0.046 | -0.111 | -0.047 | 0.037 |
| 2021 | 0.047 | 0.094 | -0.022 | 0.082 |
| 2020 | -0.111 | 0.085 | 0.019 | 0.048 |
| 2019 | 0.133 | 0.055 | 0.027 | 0.047 |
| 2018 | -0.045 | 0.010 | 0.046 | -0.094 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.039 |
| 3 years | 0.000 |
| 5 years | 0.061 |