Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.121 | 0 | 91 |
| 1 month | -0.066 | 0 | 99 |
| 3 months | -0.155 | 0 | 95 |
| 1 year | -0.021 | 0 | 87 |
| 3 years | 0.051 | 0 | 57 |
| 5 years | 0.105 | 0 | 44 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.181 | — |
| 2023 | 0.146 | — |
| 2022 | -0.038 | — |
| 2021 | 0.285 | — |
| 2020 | -0.069 | — |
| 2019 | 0.266 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.058 | — | — | — |
| 2024 | 0.105 | -0.007 | 0.039 | 0.036 |
| 2023 | 0.052 | 0.069 | -0.039 | 0.061 |
| 2022 | -0.001 | -0.067 | -0.008 | 0.041 |
| 2021 | 0.115 | 0.051 | 0.033 | 0.061 |
| 2020 | -0.258 | 0.110 | 0.018 | 0.111 |
| 2019 | 0.116 | 0.002 | 0.056 | 0.073 |
| 2018 | 0.077 | -0.088 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.021 |
| 3 years | 0.051 |
| 5 years | 0.105 |