Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.049 | 0 | 75 |
| 1 month | -0.059 | 0 | 99 |
| 3 months | -0.066 | 0 | 71 |
| 1 year | -0.040 | 0 | 96 |
| 3 years | 0.002 | 0 | 85 |
| 5 years | 0.061 | 0 | 26 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.105 | — |
| 2023 | 0.026 | — |
| 2022 | -0.098 | — |
| 2021 | 0.161 | — |
| 2020 | 0.066 | — |
| 2019 | 0.096 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.109 | 0.012 | -0.017 | 0.001 |
| 2023 | 0.003 | 0.010 | -0.017 | 0.030 |
| 2022 | -0.061 | -0.009 | -0.020 | -0.011 |
| 2021 | 0.067 | 0.035 | 0.003 | 0.048 |
| 2020 | -0.118 | 0.046 | 0.065 | 0.085 |
| 2019 | 0.031 | 0.004 | 0.041 | 0.016 |
| 2018 | -0.057 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.088 |
| 3 years | -0.015 |
| 5 years | 0.050 |