Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.065 | 0 | 32 |
| 1 month | -0.001 | 0 | 52 |
| 3 months | 0.067 | 0 | 38 |
| 1 year | 0.118 | 0 | 38 |
| 3 years | 0.043 | 0 | 64 |
| 5 years | 0.040 | 0 | 62 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.155 | — |
| 2023 | 0.001 | — |
| 2022 | -0.195 | — |
| 2021 | 0.053 | — |
| 2020 | 0.070 | — |
| 2019 | 0.231 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.009 | 0.039 | — | — |
| 2024 | 0.044 | 0.070 | 0.047 | -0.013 |
| 2023 | 0.018 | -0.009 | -0.015 | 0.007 |
| 2022 | -0.087 | -0.055 | -0.076 | 0.010 |
| 2021 | 0.077 | 0.044 | -0.070 | 0.007 |
| 2020 | -0.243 | 0.158 | 0.042 | 0.171 |
| 2019 | 0.141 | -0.001 | -0.002 | 0.082 |
| 2018 | -0.050 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.118 |
| 3 years | 0.043 |
| 5 years | 0.040 |