Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.085 | 0 | 23 |
| 1 month | -0.017 | 0 | 19 |
| 3 months | -0.134 | 0 | 38 |
| 1 year | 0.073 | 0 | 10 |
| 3 years | 0.076 | 0 | 21 |
| 5 years | 0.117 | 0 | 12 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.342 | — |
| 2023 | 0.168 | — |
| 2022 | -0.297 | — |
| 2021 | 0.165 | — |
| 2020 | 0.445 | — |
| 2019 | 0.191 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.069 | — | — | — |
| 2024 | 0.144 | 0.063 | 0.017 | 0.086 |
| 2023 | 0.083 | 0.075 | -0.059 | 0.067 |
| 2022 | -0.146 | -0.112 | 0.012 | -0.084 |
| 2021 | 0.015 | 0.103 | 0.008 | 0.032 |
| 2020 | -0.087 | 0.227 | 0.146 | 0.125 |
| 2019 | 0.081 | 0.008 | -0.011 | 0.105 |
| 2018 | 0.007 | -0.146 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.019 |
| 3 years | 0.057 |
| 5 years | 0.105 |