Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.043 | 0 | 48 |
| 1 month | -0.001 | 0 | 30 |
| 3 months | -0.022 | 0 | 59 |
| 1 year | 0.033 | 0 | 63 |
| 3 years | 0.066 | 0 | 52 |
| 5 years | 0.107 | 0 | 45 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.060 | — |
| 2023 | 0.136 | — |
| 2022 | -0.099 | — |
| 2021 | 0.271 | — |
| 2020 | -0.063 | — |
| 2019 | 0.219 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.043 | — | — | — |
| 2024 | 0.088 | -0.003 | -0.001 | -0.021 |
| 2023 | 0.092 | 0.019 | -0.031 | 0.053 |
| 2022 | -0.054 | -0.104 | -0.031 | 0.097 |
| 2021 | 0.067 | 0.073 | 0.014 | 0.094 |
| 2020 | -0.233 | 0.137 | -0.004 | 0.079 |
| 2019 | 0.120 | 0.017 | 0.025 | 0.043 |
| 2018 | 0.013 | -0.015 | -0.140 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.003 |
| 3 years | 0.053 |
| 5 years | 0.099 |