Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.088 | 0 | 37 |
| 1 month | -0.033 | 0 | 53 |
| 3 months | -0.122 | 0 | 40 |
| 1 year | 0.025 | 0 | 26 |
| 3 years | 0.034 | 0 | 27 |
| 5 years | 0.118 | 0 | 24 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.154 | — |
| 2023 | 0.101 | — |
| 2022 | -0.114 | — |
| 2021 | 0.386 | — |
| 2020 | 0.015 | — |
| 2019 | 0.253 | — |
| 2018 | -0.100 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.057 | — | — | — |
| 2024 | 0.054 | 0.009 | 0.018 | 0.066 |
| 2023 | 0.062 | 0.053 | -0.046 | 0.032 |
| 2022 | -0.055 | -0.087 | -0.029 | 0.057 |
| 2021 | 0.186 | 0.085 | 0.014 | 0.062 |
| 2020 | -0.263 | 0.177 | -0.007 | 0.178 |
| 2019 | 0.199 | -0.083 | 0.017 | 0.121 |
| 2018 | -0.032 | 0.040 | 0.027 | -0.130 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.026 |
| 3 years | 0.016 |
| 5 years | 0.107 |