Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.019 | 0 | 36 |
| 1 month | -0.012 | 0 | 50 |
| 3 months | -0.038 | 0 | 36 |
| 1 year | 0.050 | 0 | 16 |
| 3 years | 0.030 | 0 | 31 |
| 5 years | 0.057 | 0 | 18 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.101 | — |
| 2023 | 0.080 | — |
| 2022 | -0.104 | — |
| 2021 | 0.123 | — |
| 2020 | 0.014 | — |
| 2019 | 0.141 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | — | — | — |
| 2024 | 0.049 | 0.006 | 0.035 | 0.009 |
| 2023 | 0.024 | 0.013 | -0.008 | 0.050 |
| 2022 | -0.029 | -0.069 | -0.035 | 0.027 |
| 2021 | 0.051 | 0.031 | 0.005 | 0.031 |
| 2020 | -0.142 | 0.094 | 0.015 | 0.065 |
| 2019 | 0.076 | 0.014 | 0.024 | 0.021 |
| 2018 | 0.009 | -0.070 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.050 |
| 3 years | 0.030 |
| 5 years | 0.057 |