Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.041 | 0 | 67 |
| 1 month | -0.053 | 0 | 56 |
| 3 months | -0.041 | 0 | 67 |
| 1 year | 0.049 | 0 | 20 |
| 3 years | 0.052 | 0 | 15 |
| 5 years | 0.108 | 0 | 17 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.180 | — |
| 2023 | 0.148 | — |
| 2022 | -0.138 | — |
| 2021 | 0.200 | — |
| 2020 | 0.047 | — |
| 2019 | 0.223 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.041 | — | — | — |
| 2024 | 0.078 | 0.031 | 0.018 | 0.043 |
| 2023 | 0.042 | 0.048 | -0.003 | 0.054 |
| 2022 | -0.037 | -0.102 | -0.008 | 0.005 |
| 2021 | 0.067 | 0.047 | 0.016 | 0.057 |
| 2020 | -0.156 | 0.125 | 0.033 | 0.068 |
| 2019 | 0.112 | 0.019 | 0.034 | 0.044 |
| 2018 | 0.045 | 0.028 | -0.092 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.049 |
| 3 years | 0.052 |
| 5 years | 0.108 |