Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.184 | 0 | 73 |
| 1 month | -0.020 | 0 | 34 |
| 3 months | -0.225 | 0 | 81 |
| 1 year | -0.046 | 0 | 76 |
| 3 years | 0.078 | 0 | — |
| 5 years | 0.082 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.315 | — |
| 2023 | 0.333 | — |
| 2022 | -0.242 | — |
| 2021 | 0.152 | — |
| 2020 | 0.129 | — |
| 2019 | — | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.168 | — | — | — |
| 2024 | 0.168 | 0.013 | -0.029 | 0.145 |
| 2023 | 0.055 | 0.090 | -0.014 | 0.175 |
| 2022 | -0.092 | -0.146 | 0.000 | -0.023 |
| 2021 | 0.066 | 0.046 | -0.021 | 0.056 |
| 2020 | -0.137 | 0.146 | 0.060 | 0.076 |
| 2019 | 0.138 | 0.036 | 0.019 | 0.062 |
| 2018 | 0.030 | -0.136 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.046 |
| 3 years | 0.078 |
| 5 years | 0.082 |