Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.116 | 0 | 89 |
| 1 month | -0.007 | 0 | 58 |
| 3 months | -0.138 | 0 | 83 |
| 1 year | 0.070 | 0 | 9 |
| 3 years | 0.159 | 0 | 6 |
| 5 years | 0.141 | 0 | 15 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.385 | — |
| 2023 | 0.330 | — |
| 2022 | -0.144 | — |
| 2021 | 0.240 | — |
| 2020 | 0.137 | — |
| 2019 | 0.277 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.110 | — | — | — |
| 2024 | 0.165 | 0.029 | 0.062 | 0.088 |
| 2023 | 0.176 | 0.111 | -0.049 | 0.069 |
| 2022 | -0.077 | -0.062 | 0.025 | -0.036 |
| 2021 | 0.042 | 0.081 | 0.008 | 0.091 |
| 2020 | -0.056 | 0.096 | 0.048 | 0.049 |
| 2019 | 0.113 | 0.025 | 0.062 | 0.054 |
| 2018 | 0.041 | -0.072 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.158 |
| 5 years | 0.140 |