Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.042 | 0 | 27 |
| 1 month | -0.012 | 0 | 79 |
| 3 months | -0.041 | 0 | 10 |
| 1 year | 0.034 | 0 | 18 |
| 3 years | 0.077 | 0 | 38 |
| 5 years | 0.057 | 0 | 56 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.205 | — |
| 2023 | 0.125 | — |
| 2022 | -0.115 | — |
| 2021 | -0.021 | — |
| 2020 | 0.138 | — |
| 2019 | 0.194 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | — | — | — |
| 2024 | 0.079 | 0.044 | 0.075 | -0.004 |
| 2023 | 0.101 | 0.034 | -0.038 | 0.028 |
| 2022 | -0.082 | -0.003 | -0.026 | -0.008 |
| 2021 | 0.013 | 0.050 | -0.074 | -0.005 |
| 2020 | -0.092 | 0.084 | 0.059 | 0.092 |
| 2019 | 0.088 | -0.006 | 0.019 | 0.082 |
| 2018 | -0.015 | -0.019 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.034 |
| 3 years | 0.077 |
| 5 years | 0.057 |