Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.071 | 0 | 29 |
| 1 month | -0.033 | 0 | 30 |
| 3 months | -0.101 | 0 | 29 |
| 1 year | -0.011 | 0 | 82 |
| 3 years | 0.037 | 0 | 76 |
| 5 years | 0.070 | 0 | 88 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.136 | — |
| 2023 | 0.159 | — |
| 2022 | -0.152 | — |
| 2021 | 0.145 | — |
| 2020 | 0.067 | — |
| 2019 | 0.251 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.039 | — | — | — |
| 2024 | 0.100 | 0.021 | 0.024 | -0.012 |
| 2023 | 0.069 | 0.029 | -0.044 | 0.102 |
| 2022 | -0.059 | -0.087 | -0.042 | 0.029 |
| 2021 | 0.053 | 0.040 | 0.017 | 0.028 |
| 2020 | -0.159 | 0.114 | 0.047 | 0.089 |
| 2019 | 0.127 | 0.022 | 0.039 | 0.044 |
| 2018 | -0.066 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.011 |
| 3 years | 0.037 |
| 5 years | 0.070 |