Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.090 | 0 | 94 |
| 1 month | -0.060 | 0 | 100 |
| 3 months | -0.135 | 0 | 94 |
| 1 year | 0.030 | 0 | 90 |
| 3 years | 0.070 | 0 | 87 |
| 5 years | 0.067 | 0 | 95 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.195 | — |
| 2023 | 0.112 | — |
| 2022 | -0.117 | — |
| 2021 | 0.192 | — |
| 2020 | 0.097 | — |
| 2019 | 0.180 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | — | — | — |
| 2024 | 0.097 | 0.013 | 0.028 | 0.046 |
| 2023 | 0.058 | 0.017 | -0.031 | 0.067 |
| 2022 | -0.117 | -0.076 | 0.015 | 0.065 |
| 2021 | -0.026 | 0.090 | 0.027 | 0.093 |
| 2020 | -0.034 | 0.049 | 0.055 | 0.027 |
| 2019 | 0.105 | 0.012 | 0.001 | 0.055 |
| 2018 | -0.046 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.030 |
| 3 years | 0.070 |
| 5 years | 0.067 |