Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | 46 |
| 1 month | -0.041 | 0 | 25 |
| 3 months | -0.043 | 0 | 46 |
| 1 year | 0.079 | 0 | 35 |
| 3 years | 0.033 | 0 | 35 |
| 5 years | 0.035 | 0 | 17 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.160 | — |
| 2023 | 0.009 | — |
| 2022 | -0.122 | — |
| 2021 | -0.062 | — |
| 2020 | 0.180 | — |
| 2019 | 0.131 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | — | — | — |
| 2024 | 0.041 | 0.070 | 0.071 | -0.028 |
| 2023 | 0.029 | -0.037 | -0.019 | 0.037 |
| 2022 | -0.058 | -0.078 | -0.084 | 0.104 |
| 2021 | 0.025 | 0.013 | -0.075 | -0.023 |
| 2020 | -0.135 | 0.166 | 0.051 | 0.112 |
| 2019 | 0.085 | -0.014 | -0.031 | 0.090 |
| 2018 | -0.058 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.079 |
| 3 years | 0.033 |
| 5 years | 0.035 |