Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | 70 |
| 1 month | -0.027 | 0 | 57 |
| 3 months | -0.056 | 0 | 48 |
| 1 year | 0.034 | 0 | 31 |
| 3 years | 0.022 | 0 | 26 |
| 5 years | 0.045 | 0 | 57 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.123 | — |
| 2023 | 0.073 | — |
| 2022 | -0.157 | — |
| 2021 | 0.141 | — |
| 2020 | 0.034 | — |
| 2019 | 0.152 | — |
| 2018 | -0.068 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | 0.075 | 0.013 | 0.025 | 0.007 |
| 2023 | 0.040 | 0.020 | -0.017 | 0.030 |
| 2022 | -0.057 | -0.094 | -0.038 | 0.026 |
| 2021 | 0.051 | 0.044 | -0.001 | 0.041 |
| 2020 | -0.109 | 0.080 | 0.027 | 0.047 |
| 2019 | 0.074 | 0.025 | 0.014 | 0.032 |
| 2018 | -0.025 | 0.010 | 0.015 | -0.067 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.007 |
| 3 years | 0.013 |
| 5 years | 0.040 |