Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.060 | 0 | 48 |
| 1 month | -0.080 | 0 | 78 |
| 3 months | -0.060 | 0 | 48 |
| 1 year | -0.043 | 0 | 54 |
| 3 years | 0.035 | 0 | 23 |
| 5 years | 0.126 | 0 | 26 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.114 | — |
| 2023 | 0.125 | — |
| 2022 | -0.177 | — |
| 2021 | 0.303 | — |
| 2020 | 0.136 | — |
| 2019 | 0.301 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.060 | — | — | — |
| 2024 | 0.094 | -0.004 | 0.032 | -0.009 |
| 2023 | 0.071 | 0.020 | -0.055 | 0.090 |
| 2022 | -0.125 | -0.121 | 0.012 | 0.059 |
| 2021 | 0.094 | 0.051 | 0.029 | 0.101 |
| 2020 | -0.208 | 0.185 | 0.105 | 0.096 |
| 2019 | 0.168 | 0.036 | 0.019 | 0.054 |
| 2018 | -0.128 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.049 |
| 3 years | 0.033 |
| 5 years | 0.125 |