Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.067 | 0 | 73 |
| 1 month | -0.089 | 0 | 91 |
| 3 months | -0.067 | 0 | 73 |
| 1 year | 0.084 | 0 | 9 |
| 3 years | 0.084 | 0 | 17 |
| 5 years | 0.116 | 0 | 71 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.302 | — |
| 2023 | 0.172 | — |
| 2022 | -0.173 | — |
| 2021 | 0.117 | — |
| 2020 | 0.098 | — |
| 2019 | 0.334 | — |
| 2018 | -0.040 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.067 | — | — | — |
| 2024 | 0.120 | 0.077 | 0.007 | 0.072 |
| 2023 | 0.054 | 0.068 | -0.003 | 0.045 |
| 2022 | -0.075 | -0.074 | -0.041 | 0.006 |
| 2021 | 0.091 | 0.012 | -0.042 | 0.057 |
| 2020 | -0.163 | 0.219 | 0.011 | 0.066 |
| 2019 | 0.168 | 0.029 | 0.011 | 0.098 |
| 2018 | -0.009 | 0.086 | 0.032 | -0.136 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.057 |
| 3 years | 0.075 |
| 5 years | 0.110 |