Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 26 |
| 1 month | -0.003 | 0 | 92 |
| 3 months | -0.031 | 0 | 18 |
| 1 year | 0.070 | 0 | 39 |
| 3 years | 0.058 | 0 | 67 |
| 5 years | 0.088 | 0 | 59 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.056 | — |
| 2023 | 0.186 | — |
| 2022 | -0.187 | — |
| 2021 | 0.195 | — |
| 2020 | 0.179 | — |
| 2019 | 0.287 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | — | — | — |
| 2024 | 0.027 | -0.020 | 0.095 | -0.042 |
| 2023 | 0.112 | -0.009 | -0.025 | 0.103 |
| 2022 | -0.086 | -0.139 | -0.092 | 0.138 |
| 2021 | 0.018 | 0.085 | -0.014 | 0.097 |
| 2020 | -0.150 | 0.174 | 0.064 | 0.110 |
| 2019 | 0.124 | 0.051 | 0.002 | 0.087 |
| 2018 | -0.109 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.070 |
| 3 years | 0.058 |
| 5 years | 0.088 |