Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | 70 |
| 1 month | -0.047 | 0 | 95 |
| 3 months | -0.075 | 0 | 88 |
| 1 year | 0.025 | 0 | 51 |
| 3 years | 0.021 | 0 | 31 |
| 5 years | 0.067 | 0 | 13 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.146 | — |
| 2023 | 0.076 | — |
| 2022 | -0.182 | — |
| 2021 | 0.198 | — |
| 2020 | 0.071 | — |
| 2019 | 0.247 | — |
| 2018 | -0.103 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | — | — | — |
| 2024 | 0.102 | 0.017 | 0.017 | 0.005 |
| 2023 | 0.045 | 0.019 | -0.021 | 0.032 |
| 2022 | -0.055 | -0.122 | -0.062 | 0.050 |
| 2021 | 0.076 | 0.066 | -0.007 | 0.051 |
| 2020 | -0.173 | 0.140 | 0.047 | 0.085 |
| 2019 | 0.122 | 0.033 | 0.014 | 0.060 |
| 2018 | -0.046 | 0.023 | 0.035 | -0.112 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | 0.021 |
| 5 years | 0.067 |