Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.085 | 0 | 84 |
| 1 month | -0.037 | 0 | 81 |
| 3 months | -0.111 | 0 | 86 |
| 1 year | 0.025 | 0 | 42 |
| 3 years | 0.056 | 0 | 10 |
| 5 years | 0.099 | 0 | 4 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.211 | — |
| 2023 | 0.166 | — |
| 2022 | -0.133 | — |
| 2021 | 0.245 | — |
| 2020 | 0.047 | — |
| 2019 | 0.256 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.050 | — | — | — |
| 2024 | 0.094 | 0.037 | 0.014 | 0.052 |
| 2023 | 0.048 | 0.057 | 0.000 | 0.053 |
| 2022 | -0.031 | -0.108 | -0.001 | 0.004 |
| 2021 | 0.085 | 0.054 | 0.020 | 0.068 |
| 2020 | -0.176 | 0.138 | 0.036 | 0.078 |
| 2019 | 0.128 | 0.018 | 0.038 | 0.054 |
| 2018 | 0.059 | 0.034 | -0.108 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | 0.056 |
| 5 years | 0.099 |