Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.033 | 0 | 89 |
| 1 month | -0.021 | 0 | 84 |
| 3 months | -0.062 | 0 | 92 |
| 1 year | 0.020 | 0 | 57 |
| 3 years | 0.021 | 0 | 47 |
| 5 years | 0.048 | 0 | 14 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.060 | — |
| 2023 | 0.066 | — |
| 2022 | -0.062 | — |
| 2021 | 0.072 | — |
| 2020 | 0.108 | — |
| 2019 | 0.049 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.021 | 0.012 | 0.027 | -0.001 |
| 2023 | 0.016 | 0.020 | -0.009 | 0.037 |
| 2022 | -0.002 | -0.074 | -0.003 | 0.018 |
| 2021 | 0.025 | 0.050 | -0.012 | 0.008 |
| 2020 | -0.070 | 0.070 | 0.035 | 0.077 |
| 2019 | 0.037 | 0.005 | -0.014 | 0.021 |
| 2018 | -0.063 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.010 |
| 3 years | 0.011 |
| 5 years | 0.042 |