Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.092 | 0 | 47 |
| 1 month | -0.039 | 0 | 50 |
| 3 months | -0.119 | 0 | 45 |
| 1 year | 0.056 | 0 | 17 |
| 3 years | 0.086 | 0 | 10 |
| 5 years | 0.132 | 0 | 10 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.260 | — |
| 2023 | 0.202 | — |
| 2022 | -0.131 | — |
| 2021 | 0.319 | — |
| 2020 | 0.061 | — |
| 2019 | 0.309 | — |
| 2018 | -0.051 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.055 | — | — | — |
| 2024 | 0.113 | 0.034 | 0.022 | 0.072 |
| 2023 | 0.060 | 0.064 | -0.004 | 0.069 |
| 2022 | -0.036 | -0.105 | -0.002 | 0.010 |
| 2021 | 0.100 | 0.066 | 0.021 | 0.101 |
| 2020 | -0.191 | 0.165 | 0.034 | 0.088 |
| 2019 | 0.151 | 0.025 | 0.050 | 0.056 |
| 2018 | -0.038 | 0.070 | 0.054 | -0.125 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.086 |
| 5 years | 0.132 |