Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.044 | 0 | 72 |
| 1 month | -0.018 | 0 | 58 |
| 3 months | -0.060 | 0 | 65 |
| 1 year | 0.037 | 0 | 35 |
| 3 years | 0.037 | 0 | 27 |
| 5 years | 0.054 | 0 | 35 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.128 | — |
| 2023 | 0.119 | — |
| 2022 | -0.138 | — |
| 2021 | 0.121 | — |
| 2020 | 0.048 | — |
| 2019 | 0.169 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.026 | — | — | — |
| 2024 | 0.053 | 0.020 | 0.023 | 0.027 |
| 2023 | 0.032 | 0.033 | -0.006 | 0.056 |
| 2022 | -0.042 | -0.091 | -0.018 | 0.009 |
| 2021 | 0.035 | 0.035 | 0.010 | 0.036 |
| 2020 | -0.119 | 0.102 | 0.027 | 0.051 |
| 2019 | 0.084 | 0.021 | 0.028 | 0.027 |
| 2018 | 0.025 | 0.018 | -0.064 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | 0.037 |
| 5 years | 0.054 |