Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.122 | 0 | 100 |
| 1 month | 0.007 | 0 | 99 |
| 3 months | -0.024 | 0 | 93 |
| 1 year | 0.003 | 0 | 90 |
| 3 years | 0.156 | 0 | 22 |
| 5 years | 0.257 | 0 | 6 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.286 | — |
| 2023 | 0.303 | — |
| 2022 | 0.058 | — |
| 2021 | 0.387 | — |
| 2020 | 0.231 | — |
| 2019 | 0.091 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.128 | — | — | — |
| 2024 | 0.071 | 0.161 | 0.059 | -0.024 |
| 2023 | -0.041 | 0.120 | 0.074 | 0.130 |
| 2022 | 0.014 | -0.092 | 0.108 | 0.036 |
| 2021 | 0.085 | 0.114 | 0.118 | 0.026 |
| 2020 | -0.266 | 0.219 | 0.147 | 0.199 |
| 2019 | 0.063 | 0.008 | -0.021 | 0.039 |
| 2018 | 0.054 | -0.006 | 0.002 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.003 |
| 3 years | 0.156 |
| 5 years | 0.257 |