Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.006 | 0 | 41 |
| 1 month | 0.014 | 0 | 75 |
| 3 months | -0.042 | 0 | 49 |
| 1 year | -0.019 | 0 | 56 |
| 3 years | 0.091 | 0 | 40 |
| 5 years | 0.112 | 0 | 42 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.076 | — |
| 2023 | 0.208 | — |
| 2022 | -0.133 | — |
| 2021 | 0.238 | — |
| 2020 | 0.249 | — |
| 2019 | 0.236 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | — | — | — |
| 2024 | 0.095 | 0.015 | 0.041 | -0.070 |
| 2023 | 0.136 | 0.015 | -0.048 | 0.101 |
| 2022 | -0.122 | -0.084 | -0.021 | 0.102 |
| 2021 | 0.042 | 0.100 | 0.011 | 0.069 |
| 2020 | -0.035 | 0.115 | 0.114 | 0.042 |
| 2019 | 0.086 | 0.022 | 0.034 | 0.077 |
| 2018 | 0.051 | -0.085 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.019 |
| 3 years | 0.091 |
| 5 years | 0.112 |