Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.049 | 0 | 72 |
| 1 month | -0.064 | 0 | 72 |
| 3 months | -0.049 | 0 | 72 |
| 1 year | 0.045 | 0 | 26 |
| 3 years | 0.060 | 0 | 15 |
| 5 years | 0.141 | 0 | 12 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.290 | — |
| 2023 | 0.119 | — |
| 2022 | -0.170 | — |
| 2021 | 0.280 | — |
| 2020 | 0.021 | — |
| 2019 | 0.204 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.049 | — | — | — |
| 2024 | 0.173 | 0.020 | 0.000 | 0.078 |
| 2023 | 0.060 | 0.045 | -0.011 | 0.021 |
| 2022 | -0.044 | -0.124 | -0.035 | 0.027 |
| 2021 | 0.131 | 0.056 | 0.008 | 0.063 |
| 2020 | -0.228 | 0.173 | 0.041 | 0.084 |
| 2019 | 0.124 | 0.006 | 0.020 | 0.044 |
| 2018 | 0.045 | 0.030 | -0.133 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.045 |
| 3 years | 0.060 |
| 5 years | 0.141 |