Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.099 | 0 | 59 |
| 1 month | -0.033 | 0 | 30 |
| 3 months | -0.123 | 0 | 51 |
| 1 year | -0.008 | 0 | 80 |
| 3 years | 0.029 | 0 | 83 |
| 5 years | 0.073 | 0 | 85 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.142 | — |
| 2023 | 0.120 | — |
| 2022 | -0.134 | — |
| 2021 | 0.253 | — |
| 2020 | 0.022 | — |
| 2019 | 0.242 | — |
| 2018 | -0.067 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.068 | — | — | — |
| 2024 | 0.068 | 0.015 | 0.014 | 0.038 |
| 2023 | 0.055 | 0.039 | -0.026 | 0.049 |
| 2022 | -0.059 | -0.110 | -0.003 | 0.037 |
| 2021 | 0.063 | 0.041 | 0.023 | 0.108 |
| 2020 | -0.169 | 0.130 | 0.018 | 0.069 |
| 2019 | 0.112 | 0.032 | 0.025 | 0.055 |
| 2018 | -0.038 | 0.042 | 0.027 | -0.094 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.028 |
| 3 years | 0.022 |
| 5 years | 0.069 |