Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.029 | 0 | 100 |
| 1 month | 0.009 | 0 | 82 |
| 3 months | 0.035 | 0 | 80 |
| 1 year | 0.049 | 0 | 93 |
| 3 years | 0.116 | 0 | 32 |
| 5 years | 0.073 | 0 | 38 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.239 | — |
| 2023 | 0.157 | — |
| 2022 | -0.144 | — |
| 2021 | 0.159 | — |
| 2020 | 0.074 | — |
| 2019 | 0.127 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.028 | -0.022 | — | — |
| 2024 | 0.086 | 0.035 | 0.041 | 0.058 |
| 2023 | 0.052 | 0.038 | -0.020 | 0.081 |
| 2022 | -0.072 | -0.104 | -0.002 | 0.032 |
| 2021 | 0.012 | 0.049 | 0.015 | 0.075 |
| 2020 | -0.059 | 0.070 | 0.029 | 0.036 |
| 2019 | 0.062 | 0.013 | 0.015 | 0.032 |
| 2018 | 0.028 | -0.048 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.049 |
| 3 years | 0.116 |
| 5 years | 0.073 |