Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | 9 |
| 1 month | -0.008 | 0 | 37 |
| 3 months | -0.031 | 0 | 15 |
| 1 year | 0.037 | 0 | 35 |
| 3 years | 0.041 | 0 | 31 |
| 5 years | 0.062 | 0 | 47 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.068 | — |
| 2023 | 0.088 | — |
| 2022 | -0.082 | — |
| 2021 | 0.096 | — |
| 2020 | 0.028 | — |
| 2019 | 0.153 | — |
| 2018 | -0.065 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.039 | 0.021 | 0.016 | -0.009 |
| 2023 | 0.028 | -0.010 | 0.006 | 0.062 |
| 2022 | -0.028 | -0.063 | -0.042 | 0.053 |
| 2021 | 0.015 | 0.039 | 0.011 | 0.029 |
| 2020 | -0.158 | 0.124 | 0.002 | 0.084 |
| 2019 | 0.067 | 0.038 | 0.025 | 0.015 |
| 2018 | -0.049 | 0.053 | 0.014 | -0.078 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | 0.041 |
| 5 years | 0.062 |