Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.077 | 0 | 25 |
| 1 month | 0.032 | 0 | 13 |
| 3 months | 0.019 | 0 | 41 |
| 1 year | 0.097 | 0 | 61 |
| 3 years | 0.058 | 0 | 71 |
| 5 years | 0.097 | 0 | 64 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.024 | — |
| 2023 | 0.148 | — |
| 2022 | -0.156 | — |
| 2021 | 0.223 | — |
| 2020 | 0.072 | — |
| 2019 | 0.291 | — |
| 2018 | -0.050 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.043 | — | — | — |
| 2024 | 0.030 | -0.016 | 0.103 | -0.083 |
| 2023 | 0.085 | 0.037 | -0.065 | 0.091 |
| 2022 | -0.073 | -0.122 | -0.079 | 0.125 |
| 2021 | 0.059 | 0.071 | -0.002 | 0.080 |
| 2020 | -0.206 | 0.160 | 0.066 | 0.091 |
| 2019 | 0.117 | 0.073 | 0.015 | 0.061 |
| 2018 | -0.026 | 0.008 | 0.040 | -0.070 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.097 |
| 3 years | 0.058 |
| 5 years | 0.097 |