Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.062 | 0 | 69 |
| 1 month | 0.014 | 0 | 85 |
| 3 months | -0.020 | 0 | 83 |
| 1 year | 0.013 | 0 | 83 |
| 3 years | 0.108 | 0 | 91 |
| 5 years | 0.187 | 0 | 87 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.114 | — |
| 2023 | 0.242 | — |
| 2022 | 0.004 | — |
| 2021 | 0.328 | — |
| 2020 | 0.088 | — |
| 2019 | 0.131 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.075 | — | — | — |
| 2024 | -0.001 | 0.120 | 0.075 | -0.073 |
| 2023 | -0.039 | 0.129 | 0.062 | 0.079 |
| 2022 | -0.032 | -0.099 | 0.113 | 0.035 |
| 2021 | 0.055 | 0.101 | 0.117 | 0.024 |
| 2020 | -0.287 | 0.176 | 0.076 | 0.204 |
| 2019 | 0.071 | 0.013 | -0.010 | 0.053 |
| 2018 | 0.024 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.013 |
| 3 years | 0.108 |
| 5 years | 0.187 |