Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | 51 |
| 1 month | 0.030 | 0 | 27 |
| 3 months | -0.067 | 0 | 58 |
| 1 year | 0.072 | 0 | 38 |
| 3 years | 0.059 | 0 | 66 |
| 5 years | 0.105 | 0 | 32 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.170 | — |
| 2023 | 0.161 | — |
| 2022 | -0.243 | — |
| 2021 | 0.234 | — |
| 2020 | 0.241 | — |
| 2019 | 0.259 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.051 | — | — | — |
| 2024 | 0.114 | 0.040 | 0.009 | 0.001 |
| 2023 | 0.053 | 0.051 | -0.057 | 0.113 |
| 2022 | -0.065 | -0.166 | -0.073 | 0.048 |
| 2021 | 0.032 | 0.109 | -0.004 | 0.082 |
| 2020 | -0.167 | 0.217 | 0.104 | 0.110 |
| 2019 | 0.123 | 0.031 | -0.010 | 0.099 |
| 2018 | 0.055 | 0.027 | -0.168 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.012 |
| 3 years | 0.030 |
| 5 years | 0.087 |