Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.091 | 0 | 53 |
| 1 month | 0.000 | 0 | 26 |
| 3 months | 0.027 | 0 | 53 |
| 1 year | 0.108 | 0 | 66 |
| 3 years | 0.197 | 0 | — |
| 5 years | 0.012 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.158 | — |
| 2023 | 0.340 | — |
| 2022 | -0.583 | — |
| 2021 | 0.262 | — |
| 2020 | -0.117 | — |
| 2019 | 0.373 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.091 | — | — | — |
| 2024 | 0.084 | 0.123 | -0.066 | 0.019 |
| 2023 | 0.045 | 0.111 | -0.010 | 0.166 |
| 2022 | -0.563 | -0.170 | -0.100 | 0.275 |
| 2021 | 0.103 | 0.135 | 0.053 | -0.042 |
| 2020 | -0.313 | 0.181 | -0.043 | 0.137 |
| 2019 | 0.118 | 0.098 | 0.045 | 0.070 |
| 2018 | -0.027 | -0.059 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.108 |
| 3 years | 0.197 |
| 5 years | 0.012 |