Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.010 | 0 | 2 |
| 1 month | -0.031 | 0 | 6 |
| 3 months | -0.025 | 0 | 2 |
| 1 year | 0.088 | 0 | 1 |
| 3 years | 0.014 | 0 | 65 |
| 5 years | 0.042 | 0 | 89 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.177 | — |
| 2023 | 0.007 | — |
| 2022 | -0.119 | — |
| 2021 | 0.117 | — |
| 2020 | -0.127 | — |
| 2019 | 0.193 | — |
| 2018 | -0.038 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.043 | — | — | — |
| 2024 | 0.095 | -0.001 | 0.065 | 0.011 |
| 2023 | 0.035 | -0.019 | -0.010 | 0.001 |
| 2022 | 0.000 | -0.078 | -0.088 | 0.048 |
| 2021 | 0.100 | 0.005 | 0.005 | 0.006 |
| 2020 | -0.203 | 0.064 | 0.003 | 0.026 |
| 2019 | 0.094 | 0.022 | 0.046 | 0.019 |
| 2018 | -0.042 | 0.047 | 0.006 | -0.046 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.077 |
| 3 years | 0.011 |
| 5 years | 0.040 |