Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | 59 |
| 1 month | 0.001 | 0 | 60 |
| 3 months | 0.009 | 0 | 68 |
| 1 year | 0.081 | 0 | 34 |
| 3 years | 0.046 | 0 | 21 |
| 5 years | 0.041 | 0 | 21 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.053 | — |
| 2023 | 0.094 | — |
| 2022 | -0.107 | — |
| 2021 | 0.024 | — |
| 2020 | 0.052 | — |
| 2019 | 0.107 | — |
| 2018 | -0.014 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.006 | 0.009 | 0.047 | -0.010 |
| 2023 | 0.037 | 0.003 | -0.008 | 0.060 |
| 2022 | -0.058 | -0.067 | -0.018 | 0.035 |
| 2021 | -0.007 | 0.025 | 0.006 | 0.000 |
| 2020 | -0.093 | 0.080 | 0.026 | 0.046 |
| 2019 | 0.056 | 0.024 | 0.011 | 0.012 |
| 2018 | -0.008 | -0.002 | 0.018 | -0.022 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.081 |
| 3 years | 0.046 |
| 5 years | 0.041 |