Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | 55 |
| 1 month | 0.001 | 0 | 21 |
| 3 months | -0.030 | 0 | 57 |
| 1 year | 0.105 | 0 | 65 |
| 3 years | 0.062 | 0 | 64 |
| 5 years | 0.097 | 0 | 35 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.125 | — |
| 2023 | 0.110 | — |
| 2022 | -0.053 | — |
| 2021 | 0.190 | — |
| 2020 | 0.010 | — |
| 2019 | 0.146 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | 0.047 | -0.015 | 0.071 | 0.018 |
| 2023 | 0.036 | 0.018 | -0.037 | 0.093 |
| 2022 | 0.031 | -0.094 | -0.023 | 0.039 |
| 2021 | 0.057 | 0.057 | 0.006 | 0.058 |
| 2020 | -0.159 | 0.082 | 0.039 | 0.067 |
| 2019 | 0.094 | 0.017 | 0.019 | 0.011 |
| 2018 | -0.009 | -0.083 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.105 |
| 3 years | 0.062 |
| 5 years | 0.097 |