Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.027 | 0 | 35 |
| 1 month | 0.047 | 0 | 10 |
| 3 months | -0.023 | 0 | 43 |
| 1 year | 0.112 | 0 | 23 |
| 3 years | 0.063 | 0 | — |
| 5 years | 0.062 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.070 | — |
| 2023 | 0.186 | — |
| 2022 | -0.327 | — |
| 2021 | 0.156 | — |
| 2020 | 0.217 | — |
| 2019 | 0.388 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.018 | — | — | — |
| 2024 | 0.020 | 0.038 | 0.078 | -0.062 |
| 2023 | 0.089 | 0.034 | -0.085 | 0.151 |
| 2022 | -0.172 | -0.214 | -0.043 | 0.081 |
| 2021 | -0.022 | 0.099 | 0.037 | 0.037 |
| 2020 | -0.182 | 0.244 | 0.075 | 0.112 |
| 2019 | 0.182 | 0.050 | 0.015 | 0.102 |
| 2018 | 0.046 | 0.065 | -0.171 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.079 |
| 3 years | 0.052 |
| 5 years | 0.056 |