Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.030 | 0 | 86 |
| 1 month | -0.007 | 0 | 76 |
| 3 months | -0.029 | 0 | 84 |
| 1 year | 0.005 | 0 | 88 |
| 3 years | 0.079 | 0 | 64 |
| 5 years | 0.110 | 0 | 59 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.049 | — |
| 2023 | 0.171 | — |
| 2022 | -0.121 | — |
| 2021 | 0.230 | — |
| 2020 | 0.003 | — |
| 2019 | 0.265 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.038 | — | — | — |
| 2024 | 0.090 | 0.003 | -0.001 | -0.040 |
| 2023 | 0.116 | 0.030 | -0.053 | 0.076 |
| 2022 | -0.100 | -0.094 | -0.046 | 0.130 |
| 2021 | 0.097 | 0.049 | 0.009 | 0.059 |
| 2020 | -0.230 | 0.171 | 0.003 | 0.109 |
| 2019 | 0.118 | 0.042 | 0.029 | 0.055 |
| 2018 | -0.119 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.005 |
| 3 years | 0.079 |
| 5 years | 0.110 |