Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.021 | 0 | 27 |
| 1 month | -0.017 | 0 | 11 |
| 3 months | -0.076 | 0 | 50 |
| 1 year | 0.026 | 0 | 64 |
| 3 years | 0.027 | 0 | 77 |
| 5 years | 0.084 | 0 | 73 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.088 | — |
| 2023 | 0.108 | — |
| 2022 | -0.109 | — |
| 2021 | 0.323 | — |
| 2020 | -0.020 | — |
| 2019 | 0.285 | — |
| 2018 | 0.017 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.057 | -0.007 | 0.054 | -0.017 |
| 2023 | 0.065 | 0.042 | -0.044 | 0.045 |
| 2022 | -0.051 | -0.069 | -0.018 | 0.027 |
| 2021 | 0.101 | 0.062 | 0.025 | 0.105 |
| 2020 | -0.184 | 0.133 | 0.021 | 0.039 |
| 2019 | 0.138 | 0.056 | 0.057 | 0.011 |
| 2018 | -0.038 | 0.068 | 0.045 | -0.053 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.026 |
| 3 years | 0.027 |
| 5 years | 0.084 |