Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.070 | 0 | 91 |
| 1 month | -0.033 | 0 | 91 |
| 3 months | -0.055 | 0 | 56 |
| 1 year | 0.039 | 0 | 75 |
| 3 years | 0.026 | 0 | 56 |
| 5 years | 0.129 | 0 | 32 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.138 | — |
| 2023 | 0.045 | — |
| 2022 | -0.072 | — |
| 2021 | 0.209 | — |
| 2020 | 0.146 | — |
| 2019 | 0.125 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.038 | — | — | — |
| 2024 | 0.015 | 0.058 | 0.061 | -0.002 |
| 2023 | 0.035 | -0.024 | -0.015 | 0.050 |
| 2022 | -0.004 | -0.121 | -0.014 | 0.075 |
| 2021 | 0.109 | 0.058 | 0.015 | 0.015 |
| 2020 | -0.326 | 0.245 | 0.088 | 0.256 |
| 2019 | 0.094 | -0.010 | -0.025 | 0.066 |
| 2018 | 0.003 | -0.186 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.039 |
| 3 years | 0.026 |
| 5 years | 0.129 |