Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 97 |
| 1 month | 0.019 | 0 | 88 |
| 3 months | 0.013 | 0 | 97 |
| 1 year | 0.018 | 0 | 97 |
| 3 years | 0.124 | 0 | 93 |
| 5 years | 0.056 | 0 | 97 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.141 | — |
| 2023 | 0.130 | — |
| 2022 | -0.212 | — |
| 2021 | 0.231 | — |
| 2020 | 0.192 | — |
| 2019 | 0.230 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.009 | 0.000 | 0.013 | — |
| 2024 | 0.082 | 0.010 | 0.030 | 0.013 |
| 2023 | 0.067 | 0.030 | -0.047 | 0.078 |
| 2022 | -0.143 | -0.161 | 0.000 | 0.096 |
| 2021 | 0.014 | 0.071 | 0.032 | 0.098 |
| 2020 | -0.102 | 0.158 | 0.096 | 0.046 |
| 2019 | 0.144 | 0.045 | -0.001 | 0.030 |
| 2018 | 0.009 | -0.093 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | 0.124 |
| 5 years | 0.056 |