Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.024 | 0 | 19 |
| 1 month | 0.020 | 0 | 19 |
| 3 months | 0.058 | 0 | 21 |
| 1 year | 0.037 | 0 | 29 |
| 3 years | 0.043 | 0 | 71 |
| 5 years | 0.107 | 0 | 73 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.172 | — |
| 2023 | 0.025 | — |
| 2022 | -0.054 | — |
| 2021 | 0.349 | — |
| 2020 | -0.049 | — |
| 2019 | 0.293 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | -0.051 | — | — |
| 2024 | 0.089 | -0.030 | 0.047 | 0.060 |
| 2023 | -0.003 | 0.004 | 0.002 | 0.023 |
| 2022 | 0.020 | -0.072 | -0.050 | 0.053 |
| 2021 | 0.142 | 0.041 | 0.025 | 0.107 |
| 2020 | -0.234 | 0.104 | 0.012 | 0.112 |
| 2019 | 0.149 | 0.013 | 0.059 | 0.050 |
| 2018 | 0.037 | 0.043 | -0.136 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.006 |
| 3 years | 0.032 |
| 5 years | 0.100 |