Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.147 | 0 | 80 |
| 1 month | -0.031 | 0 | 59 |
| 3 months | -0.173 | 0 | 75 |
| 1 year | -0.028 | 0 | 35 |
| 3 years | 0.101 | 0 | 18 |
| 5 years | 0.121 | 0 | 32 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.301 | — |
| 2023 | 0.231 | — |
| 2022 | -0.109 | — |
| 2021 | 0.332 | — |
| 2020 | 0.021 | — |
| 2019 | 0.376 | — |
| 2018 | 0.000 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.120 | — | — | — |
| 2024 | 0.160 | 0.025 | 0.010 | 0.084 |
| 2023 | 0.090 | 0.122 | -0.037 | 0.046 |
| 2022 | -0.046 | -0.090 | 0.010 | 0.016 |
| 2021 | 0.096 | 0.062 | 0.024 | 0.117 |
| 2020 | -0.139 | 0.112 | 0.037 | 0.028 |
| 2019 | 0.172 | 0.043 | 0.083 | 0.039 |
| 2018 | 0.010 | 0.074 | 0.052 | -0.124 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.028 |
| 3 years | 0.101 |
| 5 years | 0.121 |