Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.051 | 0 | 31 |
| 1 month | -0.007 | 0 | 62 |
| 3 months | -0.076 | 0 | 26 |
| 1 year | 0.116 | 0 | 24 |
| 3 years | 0.117 | 0 | 22 |
| 5 years | 0.150 | 0 | 23 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.245 | — |
| 2023 | 0.257 | — |
| 2022 | -0.185 | — |
| 2021 | 0.281 | — |
| 2020 | 0.176 | — |
| 2019 | 0.306 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.044 | — | — | — |
| 2024 | 0.104 | 0.042 | 0.058 | 0.023 |
| 2023 | 0.074 | 0.086 | -0.034 | 0.116 |
| 2022 | -0.047 | -0.162 | -0.050 | 0.074 |
| 2021 | 0.060 | 0.084 | 0.005 | 0.109 |
| 2020 | -0.197 | 0.203 | 0.088 | 0.120 |
| 2019 | 0.134 | 0.042 | 0.015 | 0.089 |
| 2018 | 0.033 | 0.075 | -0.137 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | 0.087 |
| 5 years | 0.132 |