Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 44 |
| 1 month | 0.021 | 0 | 44 |
| 3 months | -0.045 | 0 | 66 |
| 1 year | 0.120 | 0 | 21 |
| 3 years | 0.057 | 0 | 48 |
| 5 years | 0.113 | 0 | 38 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.098 | — |
| 2023 | 0.140 | — |
| 2022 | -0.224 | — |
| 2021 | 0.116 | — |
| 2020 | 0.318 | — |
| 2019 | 0.284 | — |
| 2018 | -0.097 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | — | — | — |
| 2024 | 0.039 | -0.004 | 0.108 | -0.043 |
| 2023 | 0.039 | 0.029 | -0.073 | 0.151 |
| 2022 | -0.079 | -0.199 | -0.017 | 0.071 |
| 2021 | 0.007 | 0.091 | -0.010 | 0.026 |
| 2020 | -0.225 | 0.220 | 0.156 | 0.206 |
| 2019 | 0.127 | 0.049 | 0.018 | 0.067 |
| 2018 | 0.007 | -0.012 | 0.017 | -0.108 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.120 |
| 3 years | 0.057 |
| 5 years | 0.113 |