Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.038 | 0 | — |
| 1 month | -0.032 | 0 | — |
| 3 months | -0.056 | 0 | — |
| 1 year | 0.022 | 0 | — |
| 3 years | 0.052 | 0 | — |
| 5 years | 0.070 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.116 | — |
| 2023 | 0.077 | — |
| 2022 | 0.047 | — |
| 2021 | 0.063 | — |
| 2020 | -0.137 | — |
| 2019 | 0.010 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | — | — | — |
| 2024 | 0.043 | 0.036 | -0.027 | 0.061 |
| 2023 | 0.017 | 0.012 | 0.066 | -0.019 |
| 2022 | -0.007 | 0.042 | 0.096 | -0.078 |
| 2021 | 0.006 | 0.024 | 0.038 | -0.006 |
| 2020 | -0.213 | 0.123 | -0.002 | -0.022 |
| 2019 | -0.009 | 0.042 | 0.046 | -0.064 |
| 2018 | 0.021 | 0.020 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
| 3 years | 0.052 |
| 5 years | 0.070 |