Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 51 |
| 1 month | 0.029 | 0 | 28 |
| 3 months | -0.068 | 0 | 59 |
| 1 year | 0.081 | 0 | 33 |
| 3 years | 0.061 | 0 | 62 |
| 5 years | 0.106 | 0 | 31 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.179 | — |
| 2023 | 0.159 | — |
| 2022 | -0.244 | — |
| 2021 | 0.232 | — |
| 2020 | 0.240 | — |
| 2019 | 0.257 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.050 | — | — | — |
| 2024 | 0.113 | 0.044 | 0.011 | 0.003 |
| 2023 | 0.052 | 0.051 | -0.058 | 0.113 |
| 2022 | -0.066 | -0.166 | -0.073 | 0.048 |
| 2021 | 0.032 | 0.109 | -0.005 | 0.082 |
| 2020 | -0.167 | 0.216 | 0.104 | 0.110 |
| 2019 | 0.122 | 0.030 | -0.010 | 0.099 |
| 2018 | 0.055 | 0.027 | -0.169 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.004 |
| 3 years | 0.032 |
| 5 years | 0.088 |