Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.104 | 0 | 73 |
| 1 month | -0.048 | 0 | 82 |
| 3 months | -0.128 | 0 | 65 |
| 1 year | 0.042 | 0 | 34 |
| 3 years | 0.089 | 0 | 8 |
| 5 years | 0.138 | 0 | 5 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.272 | — |
| 2023 | 0.219 | — |
| 2022 | -0.131 | — |
| 2021 | 0.349 | — |
| 2020 | 0.067 | — |
| 2019 | 0.302 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.060 | — | — | — |
| 2024 | 0.121 | 0.040 | 0.020 | 0.070 |
| 2023 | 0.072 | 0.069 | -0.003 | 0.067 |
| 2022 | -0.031 | -0.111 | 0.004 | 0.005 |
| 2021 | 0.097 | 0.077 | 0.030 | 0.109 |
| 2020 | -0.186 | 0.174 | 0.031 | 0.082 |
| 2019 | 0.148 | 0.021 | 0.046 | 0.063 |
| 2018 | 0.052 | -0.126 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | 0.088 |
| 5 years | 0.138 |