Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.048 | 0 | 42 |
| 1 month | -0.060 | 0 | 61 |
| 3 months | -0.048 | 0 | 42 |
| 1 year | 0.072 | 0 | 26 |
| 3 years | 0.082 | 0 | 28 |
| 5 years | 0.179 | 0 | 23 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.238 | — |
| 2023 | 0.270 | — |
| 2022 | -0.200 | — |
| 2021 | 0.262 | — |
| 2020 | 0.207 | — |
| 2019 | 0.307 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.048 | — | — | — |
| 2024 | 0.099 | 0.038 | 0.057 | 0.026 |
| 2023 | 0.076 | 0.086 | -0.032 | 0.122 |
| 2022 | -0.055 | -0.169 | -0.047 | 0.070 |
| 2021 | 0.053 | 0.086 | 0.002 | 0.101 |
| 2020 | -0.200 | 0.217 | 0.096 | 0.132 |
| 2019 | 0.138 | 0.039 | 0.013 | 0.091 |
| 2018 | 0.074 | -0.138 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.072 |
| 3 years | 0.082 |
| 5 years | 0.179 |