Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.018 | 0 | 74 |
| 1 month | 0.008 | 0 | 65 |
| 3 months | -0.055 | 0 | 79 |
| 1 year | 0.096 | 0 | 44 |
| 3 years | 0.076 | 0 | 60 |
| 5 years | 0.101 | 0 | 62 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.179 | — |
| 2023 | 0.164 | — |
| 2022 | -0.227 | — |
| 2021 | 0.232 | — |
| 2020 | 0.133 | — |
| 2019 | 0.271 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.025 | — | — | — |
| 2024 | 0.087 | 0.037 | 0.066 | -0.019 |
| 2023 | 0.045 | 0.048 | -0.034 | 0.100 |
| 2022 | -0.105 | -0.144 | -0.090 | 0.110 |
| 2021 | 0.029 | 0.068 | 0.020 | 0.100 |
| 2020 | -0.183 | 0.187 | 0.082 | 0.081 |
| 2019 | 0.124 | 0.065 | -0.009 | 0.071 |
| 2018 | 0.065 | -0.119 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.096 |
| 3 years | 0.076 |
| 5 years | 0.101 |