Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.106 | 0 | 25 |
| 1 month | -0.020 | 0 | 35 |
| 3 months | -0.118 | 0 | 18 |
| 1 year | 0.017 | 0 | 51 |
| 3 years | 0.097 | 0 | 30 |
| 5 years | 0.096 | 0 | 63 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.220 | — |
| 2023 | 0.376 | — |
| 2022 | -0.291 | — |
| 2021 | 0.180 | — |
| 2020 | 0.276 | — |
| 2019 | 0.144 | — |
| 2018 | -0.239 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.088 | — | — | — |
| 2024 | 0.117 | 0.046 | -0.007 | 0.051 |
| 2023 | 0.130 | 0.136 | -0.018 | 0.091 |
| 2022 | -0.098 | -0.199 | 0.007 | -0.025 |
| 2021 | 0.045 | 0.059 | -0.001 | 0.067 |
| 2020 | -0.106 | 0.218 | 0.082 | 0.084 |
| 2019 | 0.222 | -0.048 | -0.070 | 0.057 |
| 2018 | -0.032 | 0.084 | -0.081 | -0.212 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.017 |
| 3 years | 0.097 |
| 5 years | 0.096 |