Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.161 | 0 | 90 |
| 1 month | -0.057 | 0 | 64 |
| 3 months | -0.183 | 0 | 90 |
| 1 year | 0.000 | 0 | 76 |
| 3 years | 0.067 | 0 | 63 |
| 5 years | 0.134 | 0 | 44 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.322 | — |
| 2023 | 0.232 | — |
| 2022 | -0.143 | — |
| 2021 | 0.398 | — |
| 2020 | 0.091 | — |
| 2019 | 0.327 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.110 | — | — | — |
| 2024 | 0.131 | 0.055 | 0.000 | 0.108 |
| 2023 | 0.048 | 0.098 | 0.014 | 0.057 |
| 2022 | -0.015 | -0.133 | 0.039 | -0.035 |
| 2021 | 0.119 | 0.074 | 0.046 | 0.112 |
| 2020 | -0.171 | 0.175 | 0.058 | 0.058 |
| 2019 | 0.159 | 0.021 | 0.057 | 0.060 |
| 2018 | -0.137 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.000 |
| 3 years | 0.067 |
| 5 years | 0.134 |