Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.048 | 0 | 66 |
| 1 month | -0.023 | 0 | 63 |
| 3 months | -0.079 | 0 | 53 |
| 1 year | 0.018 | 0 | 50 |
| 3 years | 0.038 | 0 | 54 |
| 5 years | 0.065 | 0 | 70 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.117 | — |
| 2023 | 0.097 | — |
| 2022 | -0.144 | — |
| 2021 | 0.110 | — |
| 2020 | 0.106 | — |
| 2019 | 0.182 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.026 | — | — | — |
| 2024 | 0.050 | 0.025 | 0.018 | 0.020 |
| 2023 | 0.031 | 0.005 | -0.001 | 0.059 |
| 2022 | -0.072 | -0.087 | -0.013 | 0.024 |
| 2021 | -0.008 | 0.059 | 0.026 | 0.030 |
| 2020 | -0.174 | 0.172 | 0.038 | 0.101 |
| 2019 | 0.086 | 0.043 | 0.000 | 0.043 |
| 2018 | 0.050 | 0.023 | -0.167 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | 0.038 |
| 5 years | 0.065 |