Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.067 | 0 | 50 |
| 1 month | -0.019 | 0 | 36 |
| 3 months | -0.105 | 0 | 47 |
| 1 year | 0.037 | 0 | 35 |
| 3 years | 0.073 | 0 | 32 |
| 5 years | 0.115 | 0 | 27 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.194 | — |
| 2023 | 0.154 | — |
| 2022 | -0.078 | — |
| 2021 | 0.201 | — |
| 2020 | 0.126 | — |
| 2019 | 0.228 | — |
| 2018 | -0.047 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.049 | — | — | — |
| 2024 | 0.088 | 0.030 | 0.005 | 0.061 |
| 2023 | 0.032 | 0.038 | 0.010 | 0.066 |
| 2022 | -0.018 | -0.096 | 0.032 | 0.007 |
| 2021 | 0.038 | 0.067 | 0.027 | 0.056 |
| 2020 | -0.153 | 0.184 | 0.037 | 0.082 |
| 2019 | 0.092 | 0.070 | 0.031 | 0.020 |
| 2018 | -0.058 | 0.083 | 0.053 | -0.112 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | 0.073 |
| 5 years | 0.115 |