Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.085 | 0 | 81 |
| 1 month | -0.009 | 0 | 39 |
| 3 months | -0.115 | 0 | 78 |
| 1 year | -0.001 | 0 | 37 |
| 3 years | 0.086 | 0 | 5 |
| 5 years | 0.108 | 0 | 16 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.240 | — |
| 2023 | 0.140 | — |
| 2022 | -0.059 | — |
| 2021 | 0.269 | — |
| 2020 | 0.010 | — |
| 2019 | 0.259 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.077 | — | — | — |
| 2024 | 0.138 | 0.026 | 0.001 | 0.061 |
| 2023 | 0.064 | 0.067 | -0.027 | 0.032 |
| 2022 | -0.029 | -0.066 | -0.007 | 0.045 |
| 2021 | 0.129 | 0.059 | -0.001 | 0.062 |
| 2020 | -0.120 | 0.084 | 0.051 | 0.007 |
| 2019 | 0.125 | 0.042 | 0.041 | 0.032 |
| 2018 | 0.032 | -0.084 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.061 |
| 3 years | 0.065 |
| 5 years | 0.095 |