Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.018 | 0 | 63 |
| 1 month | -0.015 | 0 | 48 |
| 3 months | -0.035 | 0 | 46 |
| 1 year | 0.042 | 0 | 17 |
| 3 years | 0.021 | 0 | 15 |
| 5 years | 0.028 | 0 | 46 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.100 | — |
| 2023 | 0.069 | — |
| 2022 | -0.151 | — |
| 2021 | 0.089 | — |
| 2020 | 0.028 | — |
| 2019 | 0.103 | — |
| 2018 | -0.048 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | 0.052 | 0.010 | 0.024 | 0.010 |
| 2023 | 0.030 | 0.018 | -0.013 | 0.033 |
| 2022 | -0.059 | -0.080 | -0.034 | 0.016 |
| 2021 | 0.031 | 0.030 | -0.001 | 0.027 |
| 2020 | -0.081 | 0.061 | 0.019 | 0.035 |
| 2019 | 0.054 | 0.018 | 0.014 | 0.014 |
| 2018 | -0.019 | 0.008 | 0.006 | -0.043 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.015 |
| 3 years | 0.013 |
| 5 years | 0.023 |