Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.050 | 0 | 81 |
| 1 month | -0.065 | 0 | 82 |
| 3 months | -0.050 | 0 | 81 |
| 1 year | 0.055 | 0 | 15 |
| 3 years | 0.063 | 0 | 6 |
| 5 years | 0.128 | 0 | 3 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.207 | — |
| 2023 | 0.172 | — |
| 2022 | -0.135 | — |
| 2021 | 0.244 | — |
| 2020 | 0.044 | — |
| 2019 | 0.267 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.050 | — | — | — |
| 2024 | 0.087 | 0.043 | 0.012 | 0.052 |
| 2023 | 0.055 | 0.052 | 0 | 0.056 |
| 2022 | -0.034 | -0.105 | 0 | 0 |
| 2021 | 0.084 | 0.054 | 0.022 | 0.065 |
| 2020 | -0.175 | 0.138 | 0.028 | 0.082 |
| 2019 | 0.133 | 0.020 | 0.038 | 0.056 |
| 2018 | 0.032 | -0.109 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.063 |
| 5 years | 0.128 |