Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.092 | 0 | 47 |
| 1 month | -0.038 | 0 | 44 |
| 3 months | -0.131 | 0 | 70 |
| 1 year | 0.027 | 0 | 46 |
| 3 years | 0.062 | 0 | 43 |
| 5 years | 0.113 | 0 | 35 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.214 | — |
| 2023 | 0.179 | — |
| 2022 | -0.144 | — |
| 2021 | 0.235 | — |
| 2020 | 0.114 | — |
| 2019 | 0.308 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.057 | — | — | — |
| 2024 | 0.104 | 0.021 | 0.014 | 0.063 |
| 2023 | 0.047 | 0.073 | -0.023 | 0.074 |
| 2022 | -0.041 | -0.102 | -0.023 | 0.018 |
| 2021 | 0.095 | 0.029 | 0.012 | 0.083 |
| 2020 | -0.191 | 0.188 | 0.028 | 0.127 |
| 2019 | 0.144 | 0.024 | 0.047 | 0.066 |
| 2018 | 0.066 | -0.138 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.053 |
| 3 years | 0.033 |
| 5 years | 0.095 |