Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.064 | 0 | 79 |
| 1 month | 0.048 | 0 | 43 |
| 3 months | 0.121 | 0 | 43 |
| 1 year | 0.087 | 0 | 68 |
| 3 years | 0.230 | 0 | 42 |
| 5 years | 0.221 | 0 | 71 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.273 | — |
| 2023 | 0.354 | — |
| 2022 | 0.043 | — |
| 2021 | 0.182 | — |
| 2020 | -0.024 | — |
| 2019 | 0.181 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.033 | 0.050 | — | — |
| 2024 | 0.204 | 0.045 | -0.054 | 0.071 |
| 2023 | 0.066 | 0.181 | 0.082 | -0.006 |
| 2022 | 0.034 | -0.019 | -0.022 | 0.052 |
| 2021 | 0.140 | 0.018 | 0.041 | -0.022 |
| 2020 | -0.239 | 0.093 | 0.042 | 0.125 |
| 2019 | 0.057 | -0.023 | 0.028 | 0.113 |
| 2018 | 0.010 | 0.075 | -0.203 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.087 |
| 3 years | 0.230 |
| 5 years | 0.221 |