Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.087 | 0 | 31 |
| 1 month | 0.022 | 0 | 31 |
| 3 months | 0.116 | 0 | 28 |
| 1 year | 0.122 | 0 | 30 |
| 3 years | 0.092 | 0 | 33 |
| 5 years | 0.030 | 0 | 19 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.161 | — |
| 2023 | 0.006 | — |
| 2022 | -0.128 | — |
| 2021 | -0.057 | — |
| 2020 | 0.162 | — |
| 2019 | 0.129 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | 0.046 | — | — |
| 2024 | 0.042 | 0.069 | 0.070 | -0.025 |
| 2023 | 0.028 | -0.036 | -0.020 | 0.037 |
| 2022 | -0.061 | -0.084 | -0.081 | 0.103 |
| 2021 | 0.028 | 0.014 | -0.077 | -0.020 |
| 2020 | -0.132 | 0.142 | 0.053 | 0.114 |
| 2019 | 0.086 | -0.015 | -0.029 | 0.086 |
| 2018 | -0.056 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.122 |
| 3 years | 0.092 |
| 5 years | 0.030 |