Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | 21 |
| 1 month | -0.008 | 0 | 37 |
| 3 months | -0.065 | 0 | 14 |
| 1 year | 0.023 | 0 | 9 |
| 3 years | 0.088 | 0 | 7 |
| 5 years | 0.127 | 0 | 14 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.114 | — |
| 2023 | 0.197 | — |
| 2022 | -0.148 | — |
| 2021 | 0.285 | — |
| 2020 | 0.070 | — |
| 2019 | 0.363 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | — | — | — |
| 2024 | 0.065 | 0.023 | 0.074 | -0.048 |
| 2023 | 0.076 | 0.038 | -0.031 | 0.105 |
| 2022 | -0.098 | -0.141 | -0.040 | 0.147 |
| 2021 | 0.120 | 0.059 | -0.014 | 0.100 |
| 2020 | -0.220 | 0.160 | 0.118 | 0.057 |
| 2019 | 0.106 | 0.095 | 0.027 | 0.096 |
| 2018 | 0.014 | 0.090 | -0.152 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.023 |
| 3 years | 0.088 |
| 5 years | 0.127 |