Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.011 | 0 | 86 |
| 1 month | 0.017 | 0 | 90 |
| 3 months | -0.060 | 0 | 99 |
| 1 year | 0.018 | 0 | 62 |
| 3 years | 0.051 | 0 | 69 |
| 5 years | 0.113 | 0 | 44 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.051 | — |
| 2023 | 0.196 | — |
| 2022 | -0.258 | — |
| 2021 | 0.297 | — |
| 2020 | 0.227 | — |
| 2019 | 0.306 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | — | — | — |
| 2024 | 0.066 | -0.032 | 0.122 | -0.092 |
| 2023 | 0.077 | 0.024 | -0.059 | 0.153 |
| 2022 | -0.153 | -0.143 | -0.093 | 0.126 |
| 2021 | 0.071 | 0.086 | 0.000 | 0.116 |
| 2020 | -0.223 | 0.207 | 0.134 | 0.154 |
| 2019 | 0.147 | 0.041 | -0.014 | 0.108 |
| 2018 | 0.037 | -0.113 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | 0.051 |
| 5 years | 0.113 |