Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.027 | 0 | 7 |
| 1 month | -0.055 | 0 | 6 |
| 3 months | -0.027 | 0 | 7 |
| 1 year | 0.071 | 0 | 11 |
| 3 years | 0.059 | 0 | 31 |
| 5 years | 0.086 | 0 | 86 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.189 | — |
| 2023 | 0.084 | — |
| 2022 | -0.094 | — |
| 2021 | 0.077 | — |
| 2020 | 0.056 | — |
| 2019 | 0.260 | — |
| 2018 | 0.099 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | — | — | — |
| 2024 | 0.080 | 0.022 | 0.034 | 0.043 |
| 2023 | 0.054 | 0.029 | -0.033 | 0.035 |
| 2022 | -0.043 | -0.076 | 0.032 | -0.007 |
| 2021 | 0.026 | 0.077 | -0.029 | 0.004 |
| 2020 | -0.146 | 0.125 | 0.018 | 0.079 |
| 2019 | 0.161 | 0.044 | 0.038 | 0.002 |
| 2018 | 0.017 | 0.117 | 0.060 | -0.088 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.071 |
| 3 years | 0.059 |
| 5 years | 0.086 |