Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.076 | 0 | 26 |
| 1 month | 0.032 | 0 | 14 |
| 3 months | 0.018 | 0 | 42 |
| 1 year | 0.093 | 0 | 64 |
| 3 years | 0.054 | 0 | 76 |
| 5 years | 0.093 | 0 | 73 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.022 | — |
| 2023 | 0.150 | — |
| 2022 | -0.164 | — |
| 2021 | 0.218 | — |
| 2020 | 0.070 | — |
| 2019 | 0.253 | — |
| 2018 | -0.053 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.043 | — | — | — |
| 2024 | 0.029 | -0.017 | 0.102 | -0.084 |
| 2023 | 0.084 | 0.041 | -0.066 | 0.090 |
| 2022 | -0.074 | -0.127 | -0.079 | 0.123 |
| 2021 | 0.054 | 0.073 | -0.003 | 0.079 |
| 2020 | -0.205 | 0.159 | 0.064 | 0.090 |
| 2019 | 0.116 | 0.071 | 0.014 | 0.034 |
| 2018 | -0.011 | 0.008 | 0.023 | -0.071 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.093 |
| 3 years | 0.054 |
| 5 years | 0.093 |