Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.013 | 0 | 35 |
| 1 month | -0.015 | 0 | 27 |
| 3 months | -0.048 | 0 | 45 |
| 1 year | 0.111 | 0 | 25 |
| 3 years | 0.084 | 0 | 33 |
| 5 years | 0.090 | 0 | 26 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.181 | — |
| 2023 | 0.121 | — |
| 2022 | -0.104 | — |
| 2021 | 0.132 | — |
| 2020 | 0.083 | — |
| 2019 | 0.165 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | — | — | — |
| 2024 | 0.071 | 0.017 | 0.058 | 0.024 |
| 2023 | 0.053 | 0.014 | -0.023 | 0.074 |
| 2022 | -0.037 | -0.114 | -0.014 | 0.065 |
| 2021 | 0.025 | 0.049 | 0.003 | 0.049 |
| 2020 | -0.131 | 0.121 | 0.040 | 0.070 |
| 2019 | 0.090 | 0.017 | 0.013 | 0.038 |
| 2018 | 0.028 | 0.011 | -0.062 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.111 |
| 3 years | 0.084 |
| 5 years | 0.090 |