Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | 100 |
| 1 month | -0.016 | 0 | 98 |
| 3 months | -0.020 | 0 | 97 |
| 1 year | 0.106 | 0 | 17 |
| 3 years | 0.037 | 0 | 43 |
| 5 years | 0.067 | 0 | 31 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.191 | — |
| 2023 | 0.158 | — |
| 2022 | -0.416 | — |
| 2021 | -0.024 | — |
| 2020 | 0.729 | — |
| 2019 | 0.301 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.015 | — | — | — |
| 2024 | 0.049 | 0.084 | 0.042 | 0.005 |
| 2023 | 0.017 | 0.012 | 0.004 | 0.120 |
| 2022 | -0.212 | -0.142 | -0.114 | -0.025 |
| 2021 | -0.013 | 0.159 | -0.079 | -0.074 |
| 2020 | -0.159 | 0.402 | 0.130 | 0.297 |
| 2019 | 0.197 | 0.025 | -0.008 | 0.070 |
| 2018 | -0.098 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.106 |
| 3 years | 0.037 |
| 5 years | 0.067 |