Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.052 | 0 | 59 |
| 1 month | -0.004 | 0 | 11 |
| 3 months | -0.024 | 0 | 61 |
| 1 year | 0.097 | 0 | 23 |
| 3 years | 0.032 | 0 | 15 |
| 5 years | 0.062 | 0 | 65 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.114 | — |
| 2023 | 0.057 | — |
| 2022 | -0.164 | — |
| 2021 | 0.121 | — |
| 2020 | 0.064 | — |
| 2019 | 0.294 | — |
| 2018 | -0.089 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.057 | — | — | — |
| 2024 | 0.098 | 0.015 | 0.041 | -0.040 |
| 2023 | 0.062 | 0.013 | -0.024 | 0.007 |
| 2022 | -0.050 | -0.131 | -0.054 | 0.069 |
| 2021 | 0.065 | 0.027 | -0.041 | 0.069 |
| 2020 | -0.126 | 0.106 | 0.047 | 0.052 |
| 2019 | 0.132 | 0.051 | 0.033 | 0.053 |
| 2018 | -0.033 | 0.016 | 0.047 | -0.115 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.034 |
| 3 years | 0.011 |
| 5 years | 0.050 |