Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.113 | 0 | 87 |
| 1 month | -0.020 | 0 | 21 |
| 3 months | -0.146 | 0 | 84 |
| 1 year | 0.121 | 0 | 23 |
| 3 years | 0.144 | 0 | 23 |
| 5 years | 0.116 | 0 | 66 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.378 | — |
| 2023 | 0.357 | — |
| 2022 | -0.282 | — |
| 2021 | 0.126 | — |
| 2020 | 0.360 | — |
| 2019 | 0.327 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.095 | — | — | — |
| 2024 | 0.133 | 0.050 | 0.034 | 0.120 |
| 2023 | 0.122 | 0.100 | -0.012 | 0.114 |
| 2022 | -0.117 | -0.219 | 0.037 | 0.004 |
| 2021 | -0.001 | 0.070 | 0.017 | 0.036 |
| 2020 | -0.083 | 0.266 | 0.086 | 0.080 |
| 2019 | 0.166 | 0.051 | 0.010 | 0.071 |
| 2018 | 0.058 | -0.111 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.121 |
| 3 years | 0.144 |
| 5 years | 0.116 |