Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.020 | 0 | 7 |
| 1 month | -0.019 | 0 | 11 |
| 3 months | -0.051 | 0 | 6 |
| 1 year | 0.094 | 0 | 5 |
| 3 years | 0.043 | 0 | 68 |
| 5 years | 0.095 | 0 | 60 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.152 | — |
| 2023 | 0.089 | — |
| 2022 | -0.093 | — |
| 2021 | 0.268 | — |
| 2020 | -0.032 | — |
| 2019 | 0.273 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | — | — | — |
| 2024 | 0.069 | -0.013 | 0.056 | 0.033 |
| 2023 | 0.022 | 0.032 | -0.023 | 0.057 |
| 2022 | -0.006 | -0.083 | -0.013 | 0.008 |
| 2021 | 0.081 | 0.062 | 0.016 | 0.087 |
| 2020 | -0.194 | 0.099 | 0.027 | 0.064 |
| 2019 | 0.121 | 0.049 | 0.058 | 0.024 |
| 2018 | 0.055 | -0.089 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.072 |
| 3 years | 0.036 |
| 5 years | 0.090 |