Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | 78 |
| 1 month | 0.008 | 0 | 30 |
| 3 months | -0.027 | 0 | 60 |
| 1 year | 0.155 | 0 | 24 |
| 3 years | 0.074 | 0 | 31 |
| 5 years | 0.131 | 0 | 13 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.205 | — |
| 2023 | 0.074 | — |
| 2022 | -0.065 | — |
| 2021 | 0.239 | — |
| 2020 | 0.119 | — |
| 2019 | 0.216 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | — | — | — |
| 2024 | 0.061 | 0.005 | 0.079 | 0.046 |
| 2023 | 0.024 | 0.007 | -0.024 | 0.067 |
| 2022 | 0.026 | -0.127 | -0.010 | 0.053 |
| 2021 | 0.074 | 0.088 | 0.003 | 0.057 |
| 2020 | -0.191 | 0.174 | 0.060 | 0.112 |
| 2019 | 0.129 | 0.029 | 0.024 | 0.022 |
| 2018 | -0.118 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.155 |
| 3 years | 0.074 |
| 5 years | 0.131 |