Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 84 |
| 1 month | 0.014 | 0 | 41 |
| 3 months | -0.049 | 0 | 69 |
| 1 year | 0.081 | 0 | 58 |
| 3 years | 0.100 | 0 | 26 |
| 5 years | 0.131 | 0 | 23 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.170 | — |
| 2023 | 0.253 | — |
| 2022 | -0.196 | — |
| 2021 | 0.245 | — |
| 2020 | 0.152 | — |
| 2019 | 0.280 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.039 | — | — | — |
| 2024 | 0.096 | 0.028 | 0.052 | -0.013 |
| 2023 | 0.082 | 0.070 | -0.031 | 0.118 |
| 2022 | -0.062 | -0.158 | -0.075 | 0.102 |
| 2021 | 0.056 | 0.075 | 0.006 | 0.091 |
| 2020 | -0.195 | 0.184 | 0.070 | 0.130 |
| 2019 | 0.120 | 0.041 | 0.014 | 0.083 |
| 2018 | 0.011 | 0.050 | -0.122 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.081 |
| 3 years | 0.100 |
| 5 years | 0.131 |