Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.110 | 0 | — |
| 1 month | 0.008 | 0 | — |
| 3 months | -0.139 | 0 | — |
| 1 year | 0.084 | 0 | — |
| 3 years | 0.098 | 0 | — |
| 5 years | 0.091 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.332 | — |
| 2023 | 0.459 | — |
| 2022 | -0.417 | — |
| 2021 | 0.162 | — |
| 2020 | 0.308 | — |
| 2019 | 0.246 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.117 | — | — | — |
| 2024 | 0.120 | 0.096 | 0.014 | 0.070 |
| 2023 | 0.147 | 0.157 | -0.019 | 0.121 |
| 2022 | -0.128 | -0.275 | -0.028 | -0.052 |
| 2021 | 0.002 | 0.119 | 0.010 | 0.026 |
| 2020 | -0.137 | 0.248 | 0.131 | 0.073 |
| 2019 | 0.143 | 0.029 | -0.022 | 0.084 |
| 2018 | 0.079 | 0.057 | -0.169 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.079 |
| 3 years | 0.096 |
| 5 years | 0.090 |