Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.062 | 0 | 32 |
| 1 month | -0.054 | 0 | 57 |
| 3 months | -0.137 | 0 | 66 |
| 1 year | 0.023 | 0 | 7 |
| 3 years | 0.029 | 0 | 5 |
| 5 years | 0.066 | 0 | 11 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.162 | — |
| 2023 | 0.017 | — |
| 2022 | -0.112 | — |
| 2021 | 0.259 | — |
| 2020 | 0.071 | — |
| 2019 | 0.295 | — |
| 2018 | 0.184 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | — | — | — |
| 2024 | 0.122 | -0.020 | 0.021 | 0.036 |
| 2023 | -0.003 | 0.082 | -0.106 | 0.055 |
| 2022 | -0.043 | -0.126 | 0.026 | 0.033 |
| 2021 | 0.060 | 0.063 | 0.035 | 0.079 |
| 2020 | -0.138 | 0.103 | 0.060 | 0.063 |
| 2019 | 0.140 | 0.031 | 0.029 | 0.071 |
| 2018 | 0.023 | 0.161 | 0.130 | -0.117 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.029 |
| 3 years | 0.012 |
| 5 years | 0.055 |