Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 94 |
| 1 month | 0.003 | 0 | 38 |
| 3 months | -0.046 | 0 | 94 |
| 1 year | 0.142 | 0 | 65 |
| 3 years | 0.117 | 0 | 7 |
| 5 years | 0.126 | 0 | 67 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.200 | — |
| 2023 | 0.190 | — |
| 2022 | -0.115 | — |
| 2021 | 0.252 | — |
| 2020 | 0.026 | — |
| 2019 | 0.192 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.025 | — | — | — |
| 2024 | 0.073 | -0.025 | 0.084 | 0.059 |
| 2023 | 0.101 | 0.037 | -0.043 | 0.090 |
| 2022 | -0.053 | -0.119 | -0.008 | 0.069 |
| 2021 | 0.090 | 0.059 | 0.024 | 0.058 |
| 2020 | -0.189 | 0.090 | 0.046 | 0.110 |
| 2019 | 0.116 | 0.022 | 0.007 | 0.038 |
| 2018 | 0.014 | -0.083 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.142 |
| 3 years | 0.117 |
| 5 years | 0.126 |