Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.024 | 0 | 56 |
| 1 month | -0.022 | 0 | 39 |
| 3 months | -0.057 | 0 | 53 |
| 1 year | 0.040 | 0 | 22 |
| 3 years | 0.036 | 0 | 5 |
| 5 years | 0.071 | 0 | 9 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.127 | — |
| 2023 | 0.093 | — |
| 2022 | -0.140 | — |
| 2021 | 0.183 | — |
| 2020 | 0.067 | — |
| 2019 | 0.187 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | — | — | — |
| 2024 | 0.077 | 0.023 | 0.020 | 0.003 |
| 2023 | 0.049 | 0.029 | -0.023 | 0.036 |
| 2022 | -0.039 | -0.103 | -0.038 | 0.036 |
| 2021 | 0.064 | 0.054 | -0.001 | 0.055 |
| 2020 | -0.131 | 0.106 | 0.031 | 0.077 |
| 2019 | 0.097 | 0.023 | 0.015 | 0.043 |
| 2018 | 0.023 | -0.094 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | 0.036 |
| 5 years | 0.071 |