Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.115 | 0 | 87 |
| 1 month | -0.043 | 0 | 68 |
| 3 months | -0.145 | 0 | 88 |
| 1 year | 0.022 | 0 | 52 |
| 3 years | 0.076 | 0 | 21 |
| 5 years | 0.134 | 0 | 8 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.277 | — |
| 2023 | 0.218 | — |
| 2022 | -0.133 | — |
| 2021 | 0.365 | — |
| 2020 | 0.068 | — |
| 2019 | 0.312 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.076 | — | — | — |
| 2024 | 0.125 | 0.046 | 0.006 | 0.079 |
| 2023 | 0.060 | 0.078 | 0.007 | 0.057 |
| 2022 | -0.021 | -0.127 | 0.023 | -0.009 |
| 2021 | 0.106 | 0.076 | 0.042 | 0.101 |
| 2020 | -0.182 | 0.164 | 0.045 | 0.073 |
| 2019 | 0.150 | 0.022 | 0.049 | 0.063 |
| 2018 | -0.130 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
| 3 years | 0.076 |
| 5 years | 0.134 |