Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.036 | 0 | — |
| 1 month | 0.004 | 0 | — |
| 3 months | -0.039 | 0 | — |
| 1 year | -0.013 | 0 | — |
| 3 years | 0.155 | 0 | — |
| 5 years | 0.154 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.220 | — |
| 2023 | 0.322 | — |
| 2022 | -0.060 | — |
| 2021 | 0.123 | — |
| 2020 | 0.068 | — |
| 2019 | 0.175 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.040 | — | — | — |
| 2024 | 0.195 | 0.031 | -0.073 | 0.068 |
| 2023 | 0.075 | 0.163 | 0.025 | 0.031 |
| 2022 | -0.026 | -0.048 | -0.018 | 0.031 |
| 2021 | 0.085 | 0.000 | 0.047 | -0.012 |
| 2020 | -0.178 | 0.106 | 0.044 | 0.125 |
| 2019 | 0.074 | -0.019 | 0.032 | 0.080 |
| 2018 | 0.017 | 0.060 | -0.174 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.091 |
| 3 years | 0.124 |
| 5 years | 0.135 |