Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.086 | 0 | 12 |
| 1 month | 0.033 | 0 | 48 |
| 3 months | 0.056 | 0 | 27 |
| 1 year | 0.087 | 0 | 39 |
| 3 years | 0.078 | 0 | 5 |
| 5 years | 0.042 | 0 | 10 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.023 | — |
| 2023 | 0.165 | — |
| 2022 | -0.104 | — |
| 2021 | -0.071 | — |
| 2020 | 0.057 | — |
| 2019 | 0.110 | — |
| 2018 | -0.102 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.052 | — | — | — |
| 2024 | -0.011 | -0.010 | 0.073 | -0.070 |
| 2023 | 0.057 | 0.042 | -0.025 | 0.085 |
| 2022 | -0.060 | -0.079 | -0.038 | 0.076 |
| 2021 | -0.063 | 0.036 | -0.026 | -0.017 |
| 2020 | -0.151 | 0.118 | 0.017 | 0.095 |
| 2019 | 0.040 | 0.058 | -0.045 | 0.056 |
| 2018 | 0.034 | -0.115 | -0.041 | 0.023 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.087 |
| 3 years | 0.078 |
| 5 years | 0.042 |