Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.085 | 0 | 16 |
| 1 month | 0.032 | 0 | 53 |
| 3 months | 0.055 | 0 | 32 |
| 1 year | 0.081 | 0 | 57 |
| 3 years | 0.072 | 0 | 12 |
| 5 years | 0.036 | 0 | 19 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.029 | — |
| 2023 | 0.158 | — |
| 2022 | -0.109 | — |
| 2021 | -0.076 | — |
| 2020 | 0.052 | — |
| 2019 | 0.039 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.051 | — | — | — |
| 2024 | -0.012 | -0.011 | 0.071 | -0.072 |
| 2023 | 0.055 | 0.040 | -0.027 | 0.083 |
| 2022 | -0.062 | -0.080 | -0.039 | 0.075 |
| 2021 | -0.064 | 0.035 | -0.028 | -0.018 |
| 2020 | -0.152 | 0.116 | 0.015 | 0.094 |
| 2019 | 0.039 | -0.006 | -0.046 | 0.055 |
| 2018 | -0.116 | -0.043 | 0.021 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.081 |
| 3 years | 0.072 |
| 5 years | 0.036 |