Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.114 | 0 | 86 |
| 1 month | -0.048 | 0 | 82 |
| 3 months | -0.143 | 0 | 86 |
| 1 year | -0.020 | 0 | 87 |
| 3 years | 0.034 | 0 | 79 |
| 5 years | 0.095 | 0 | 59 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.194 | — |
| 2023 | 0.128 | — |
| 2022 | -0.124 | — |
| 2021 | 0.238 | — |
| 2020 | 0.108 | — |
| 2019 | 0.344 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.070 | — | — | — |
| 2024 | 0.093 | 0.038 | -0.005 | 0.058 |
| 2023 | 0.041 | 0.044 | -0.020 | 0.059 |
| 2022 | -0.041 | -0.094 | 0.006 | 0.003 |
| 2021 | 0.101 | 0.053 | 0.023 | 0.043 |
| 2020 | -0.181 | 0.161 | 0.054 | 0.104 |
| 2019 | 0.147 | 0.025 | 0.062 | 0.077 |
| 2018 | 0.072 | 0.039 | -0.105 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.069 |
| 3 years | 0.017 |
| 5 years | 0.084 |