Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.073 | 0 | 72 |
| 1 month | -0.032 | 0 | 71 |
| 3 months | -0.095 | 0 | 67 |
| 1 year | 0.027 | 0 | 40 |
| 3 years | 0.050 | 0 | 16 |
| 5 years | 0.080 | 0 | 22 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.179 | — |
| 2023 | 0.157 | — |
| 2022 | -0.142 | — |
| 2021 | 0.205 | — |
| 2020 | 0.045 | — |
| 2019 | 0.217 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.042 | — | — | — |
| 2024 | 0.071 | 0.033 | 0.019 | 0.044 |
| 2023 | 0.050 | 0.047 | -0.008 | 0.061 |
| 2022 | -0.043 | -0.096 | -0.008 | 0 |
| 2021 | 0.068 | 0.048 | 0.015 | 0.060 |
| 2020 | -0.152 | 0.126 | 0.028 | 0.064 |
| 2019 | 0.109 | 0.020 | 0.029 | 0.047 |
| 2018 | 0.028 | -0.089 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.027 |
| 3 years | 0.050 |
| 5 years | 0.080 |