Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.080 | 0 | 25 |
| 1 month | 0.016 | 0 | 30 |
| 3 months | 0.027 | 0 | 32 |
| 1 year | 0.129 | 0 | 19 |
| 3 years | 0.102 | 0 | 20 |
| 5 years | 0.130 | 0 | 42 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.093 | — |
| 2023 | 0.170 | — |
| 2022 | -0.111 | — |
| 2021 | 0.090 | — |
| 2020 | 0.165 | — |
| 2019 | 0.171 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.063 | — | — | — |
| 2024 | 0.068 | -0.005 | 0.092 | -0.058 |
| 2023 | 0.104 | 0.024 | -0.043 | 0.082 |
| 2022 | -0.042 | -0.106 | -0.100 | 0.154 |
| 2021 | 0.074 | 0.019 | -0.026 | 0.023 |
| 2020 | -0.225 | 0.170 | 0.072 | 0.199 |
| 2019 | 0.075 | 0.036 | -0.033 | 0.087 |
| 2018 | -0.007 | 0.029 | -0.143 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.129 |
| 3 years | 0.102 |
| 5 years | 0.130 |