Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.078 | 0 | 76 |
| 1 month | -0.028 | 0 | 58 |
| 3 months | -0.098 | 0 | 71 |
| 1 year | 0.032 | 0 | 32 |
| 3 years | 0.045 | 0 | 22 |
| 5 years | 0.083 | 0 | 18 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.173 | — |
| 2023 | 0.133 | — |
| 2022 | -0.133 | — |
| 2021 | 0.211 | — |
| 2020 | 0.077 | — |
| 2019 | 0.219 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.052 | — | — | — |
| 2024 | 0.075 | 0.024 | 0.024 | 0.040 |
| 2023 | 0.029 | 0.044 | -0.019 | 0.075 |
| 2022 | -0.046 | -0.090 | -0.011 | 0.009 |
| 2021 | 0.079 | 0.042 | 0.013 | 0.064 |
| 2020 | -0.149 | 0.142 | 0.041 | 0.065 |
| 2019 | 0.105 | 0.027 | 0.033 | 0.041 |
| 2018 | 0.051 | 0.034 | -0.101 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | 0.034 |
| 5 years | 0.076 |