Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.084 | 0 | 69 |
| 1 month | -0.004 | 0 | 17 |
| 3 months | 0.035 | 0 | 36 |
| 1 year | 0.083 | 0 | 76 |
| 3 years | 0.143 | 0 | 18 |
| 5 years | 0.122 | 0 | 23 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.082 | — |
| 2023 | 0.231 | — |
| 2022 | -0.093 | — |
| 2021 | 0.269 | — |
| 2020 | -0.074 | — |
| 2019 | 0.187 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.048 | 0.035 | — | — |
| 2024 | 0.063 | 0.018 | 0.024 | -0.025 |
| 2023 | 0.092 | 0.038 | -0.004 | 0.090 |
| 2022 | -0.042 | -0.085 | -0.053 | 0.093 |
| 2021 | 0.107 | 0.056 | 0.009 | 0.076 |
| 2020 | -0.243 | 0.144 | -0.019 | 0.090 |
| 2019 | 0.098 | 0.006 | 0.026 | 0.047 |
| 2018 | 0.012 | 0.006 | -0.094 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.083 |
| 3 years | 0.143 |
| 5 years | 0.122 |