Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.092 | 0 | 47 |
| 1 month | -0.048 | 0 | 83 |
| 3 months | -0.130 | 0 | 69 |
| 1 year | 0.003 | 0 | 71 |
| 3 years | 0.063 | 0 | 41 |
| 5 years | 0.090 | 0 | 66 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.199 | — |
| 2023 | 0.159 | — |
| 2022 | -0.120 | — |
| 2021 | 0.282 | — |
| 2020 | 0.012 | — |
| 2019 | 0.249 | — |
| 2018 | -0.035 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.046 | — | — | — |
| 2024 | 0.093 | 0.052 | 0.010 | 0.033 |
| 2023 | 0.028 | 0.050 | -0.009 | 0.084 |
| 2022 | -0.057 | -0.100 | 0.010 | 0.026 |
| 2021 | 0.079 | 0.065 | 0.031 | 0.082 |
| 2020 | -0.153 | 0.109 | 0.011 | 0.066 |
| 2019 | 0.133 | 0.008 | 0.029 | 0.063 |
| 2018 | -0.047 | 0.077 | 0.057 | -0.109 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.003 |
| 3 years | 0.063 |
| 5 years | 0.090 |