Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.040 | 0 | 34 |
| 1 month | -0.025 | 0 | 52 |
| 3 months | -0.060 | 0 | 39 |
| 1 year | 0.035 | 0 | 20 |
| 3 years | 0.025 | 0 | 12 |
| 5 years | 0.066 | 0 | 25 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.147 | — |
| 2023 | 0.017 | — |
| 2022 | -0.062 | — |
| 2021 | 0.008 | — |
| 2020 | 0.187 | — |
| 2019 | 0.123 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | — | — | — |
| 2024 | 0.046 | 0.062 | 0.034 | -0.002 |
| 2023 | 0.015 | -0.029 | 0.005 | 0.027 |
| 2022 | -0.014 | -0.028 | -0.046 | 0.026 |
| 2021 | 0.034 | 0.036 | -0.058 | -0.001 |
| 2020 | -0.154 | 0.192 | 0.056 | 0.115 |
| 2019 | 0.079 | 0.040 | -0.021 | 0.022 |
| 2018 | -0.070 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.035 |
| 3 years | 0.025 |
| 5 years | 0.066 |