Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.034 | 0 | 5 |
| 1 month | 0.006 | 0 | 24 |
| 3 months | -0.033 | 0 | 7 |
| 1 year | 0.042 | 0 | 11 |
| 3 years | 0.062 | 0 | 11 |
| 5 years | 0.109 | 0 | 9 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.107 | — |
| 2023 | 0.132 | — |
| 2022 | -0.193 | — |
| 2021 | 0.352 | — |
| 2020 | 0.037 | — |
| 2019 | 0.327 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | — | — | — |
| 2024 | 0.126 | 0.022 | -0.007 | -0.032 |
| 2023 | 0.076 | 0.030 | -0.037 | 0.060 |
| 2022 | -0.120 | -0.129 | -0.012 | 0.066 |
| 2021 | 0.078 | 0.114 | 0.015 | 0.109 |
| 2020 | -0.203 | 0.164 | 0.058 | 0.057 |
| 2019 | 0.155 | 0.053 | 0.029 | 0.061 |
| 2018 | 0.019 | -0.145 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.062 |
| 5 years | 0.109 |