Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.115 | 0 | 50 |
| 1 month | -0.064 | 0 | 99 |
| 3 months | -0.175 | 0 | 94 |
| 1 year | -0.034 | 0 | 90 |
| 3 years | 0.079 | 0 | 53 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.284 | — |
| 2023 | 0.131 | — |
| 2022 | 0.082 | — |
| 2021 | 0.216 | — |
| 2020 | 0.201 | — |
| 2019 | 0.226 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.055 | — | — | — |
| 2024 | 0.235 | 0.031 | -0.056 | 0.067 |
| 2023 | -0.039 | 0.077 | 0.024 | 0.066 |
| 2022 | 0.091 | -0.002 | -0.032 | 0.027 |
| 2021 | 0.013 | 0.105 | 0.021 | 0.066 |
| 2020 | -0.038 | 0.202 | 0.066 | -0.026 |
| 2019 | 0.083 | 0.059 | 0.045 | 0.022 |
| 2018 | -0.060 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.082 |
| 3 years | 0.060 |