Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.042 | 0 | 70 |
| 1 month | 0.023 | 0 | 79 |
| 3 months | 0.023 | 0 | 47 |
| 1 year | 0.036 | 0 | 72 |
| 3 years | 0.176 | 0 | 10 |
| 5 years | 0.223 | 0 | 34 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.252 | — |
| 2023 | 0.348 | — |
| 2022 | -0.057 | — |
| 2021 | 0.327 | — |
| 2020 | 0.167 | — |
| 2019 | 0.004 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.064 | — | — | — |
| 2024 | 0.099 | 0.171 | 0.079 | -0.098 |
| 2023 | -0.048 | 0.173 | 0.040 | 0.160 |
| 2022 | -0.053 | -0.112 | 0.121 | 0.000 |
| 2021 | 0.063 | 0.112 | 0.113 | 0.008 |
| 2020 | -0.237 | 0.204 | 0.066 | 0.191 |
| 2019 | -0.010 | -0.020 | 0.005 | 0.029 |
| 2018 | -0.002 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.036 |
| 3 years | 0.176 |
| 5 years | 0.223 |