Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.088 | 0 | 82 |
| 1 month | 0.031 | 0 | 64 |
| 3 months | 0.053 | 0 | 73 |
| 1 year | 0.014 | 0 | 59 |
| 3 years | 0.090 | 0 | 51 |
| 5 years | 0.095 | 0 | 67 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.183 | — |
| 2023 | 0.137 | — |
| 2022 | -0.120 | — |
| 2021 | 0.243 | — |
| 2020 | 0.054 | — |
| 2019 | 0.326 | — |
| 2018 | -0.058 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.135 | 0.053 | — | — |
| 2024 | 0.108 | -0.040 | 0.046 | 0.063 |
| 2023 | 0.040 | 0.086 | -0.038 | 0.046 |
| 2022 | -0.056 | -0.119 | 0.038 | 0.019 |
| 2021 | 0.135 | 0.024 | 0.020 | 0.050 |
| 2020 | -0.224 | 0.157 | 0.051 | 0.116 |
| 2019 | 0.183 | 0.025 | 0.051 | 0.040 |
| 2018 | 0.012 | 0.109 | 0.007 | -0.167 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.014 |
| 3 years | 0.090 |
| 5 years | 0.095 |