Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.034 | 0 | 81 |
| 1 month | -0.016 | 0 | 33 |
| 3 months | -0.011 | 0 | 16 |
| 1 year | 0.095 | 0 | 26 |
| 3 years | 0.051 | 0 | 4 |
| 5 years | 0.091 | 0 | 5 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.114 | — |
| 2023 | 0.084 | — |
| 2022 | -0.100 | — |
| 2021 | 0.181 | — |
| 2020 | 0.022 | — |
| 2019 | 0.176 | — |
| 2018 | -0.096 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.052 | — | — | — |
| 2024 | 0.078 | 0.023 | 0.039 | -0.027 |
| 2023 | 0.051 | 0.017 | -0.019 | 0.034 |
| 2022 | -0.027 | -0.092 | -0.052 | 0.075 |
| 2021 | 0.063 | 0.065 | -0.028 | 0.073 |
| 2020 | -0.170 | 0.110 | 0.024 | 0.084 |
| 2019 | 0.106 | 0.044 | 0.019 | -0.001 |
| 2018 | -0.044 | 0.007 | 0.040 | -0.097 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.063 |
| 3 years | 0.041 |
| 5 years | 0.085 |