Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.035 | 0 | 62 |
| 1 month | -0.006 | 0 | 29 |
| 3 months | -0.052 | 0 | 60 |
| 1 year | 0.032 | 0 | 47 |
| 3 years | 0.023 | 0 | 50 |
| 5 years | 0.054 | 0 | 21 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.100 | — |
| 2023 | 0.088 | — |
| 2022 | -0.149 | — |
| 2021 | 0.132 | — |
| 2020 | 0.048 | — |
| 2019 | 0.168 | — |
| 2018 | -0.077 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.029 | — | — | — |
| 2024 | 0.043 | 0.013 | 0.032 | 0.009 |
| 2023 | 0.031 | 0.019 | -0.026 | 0.064 |
| 2022 | -0.048 | -0.090 | -0.027 | 0.009 |
| 2021 | 0.052 | 0.035 | -0.003 | 0.043 |
| 2020 | -0.162 | 0.136 | 0.021 | 0.078 |
| 2019 | 0.092 | 0.014 | 0.004 | 0.052 |
| 2018 | -0.025 | 0.018 | 0.009 | -0.079 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.017 |
| 3 years | 0.018 |
| 5 years | 0.051 |