Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.086 | 0 | 90 |
| 1 month | -0.058 | 0 | 79 |
| 3 months | -0.120 | 0 | 90 |
| 1 year | 0.001 | 0 | 82 |
| 3 years | 0.053 | 0 | 59 |
| 5 years | 0.128 | 0 | 30 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.177 | — |
| 2023 | 0.136 | — |
| 2022 | -0.046 | — |
| 2021 | 0.327 | — |
| 2020 | -0.082 | — |
| 2019 | 0.252 | — |
| 2018 | -0.100 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.030 | — | — | — |
| 2024 | 0.111 | -0.007 | 0.028 | 0.037 |
| 2023 | 0.030 | 0.034 | 0.021 | 0.045 |
| 2022 | 0.001 | -0.064 | -0.027 | 0.046 |
| 2021 | 0.191 | 0.039 | 0.000 | 0.073 |
| 2020 | -0.300 | 0.150 | -0.010 | 0.151 |
| 2019 | 0.125 | -0.001 | 0.041 | 0.070 |
| 2018 | -0.040 | 0.033 | 0.037 | -0.124 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | 0.053 |
| 5 years | 0.128 |