Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.066 | 0 | 75 |
| 1 month | -0.008 | 0 | 69 |
| 3 months | -0.094 | 0 | 77 |
| 1 year | 0.076 | 0 | 65 |
| 3 years | 0.093 | 0 | 64 |
| 5 years | 0.133 | 0 | 61 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.228 | — |
| 2023 | 0.244 | — |
| 2022 | -0.197 | — |
| 2021 | 0.257 | — |
| 2020 | 0.180 | — |
| 2019 | 0.291 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.058 | — | — | — |
| 2024 | 0.101 | 0.043 | 0.041 | 0.027 |
| 2023 | 0.057 | 0.086 | -0.025 | 0.112 |
| 2022 | -0.050 | -0.171 | -0.039 | 0.061 |
| 2021 | 0.064 | 0.083 | 0.005 | 0.085 |
| 2020 | -0.185 | 0.189 | 0.091 | 0.116 |
| 2019 | 0.132 | 0.042 | 0.008 | 0.085 |
| 2018 | 0.030 | 0.068 | -0.147 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.076 |
| 3 years | 0.093 |
| 5 years | 0.133 |