Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.095 | 0 | 97 |
| 1 month | -0.024 | 0 | 81 |
| 3 months | -0.112 | 0 | 97 |
| 1 year | 0.032 | 0 | 47 |
| 3 years | 0.088 | 0 | 36 |
| 5 years | 0.118 | 0 | 24 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.229 | — |
| 2023 | 0.155 | — |
| 2022 | 0.034 | — |
| 2021 | 0.141 | — |
| 2020 | -0.134 | — |
| 2019 | 0.146 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.073 | — | — | — |
| 2024 | 0.101 | 0.050 | 0.032 | 0.030 |
| 2023 | 0.068 | 0.017 | -0.031 | 0.097 |
| 2022 | 0.010 | -0.010 | -0.066 | 0.106 |
| 2021 | 0.106 | 0.030 | -0.015 | 0.017 |
| 2020 | -0.280 | 0.126 | -0.057 | 0.135 |
| 2019 | 0.076 | 0.023 | -0.008 | 0.049 |
| 2018 | -0.010 | 0.000 | -0.105 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.088 |
| 5 years | 0.118 |