Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.157 | 0 | 2 |
| 1 month | 0.033 | 0 | 5 |
| 3 months | 0.116 | 0 | 2 |
| 1 year | 0.142 | 0 | 6 |
| 3 years | 0.075 | 0 | 3 |
| 5 years | 0.206 | 0 | 3 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.044 | — |
| 2023 | 0.133 | — |
| 2022 | -0.095 | — |
| 2021 | 0.474 | — |
| 2020 | -0.005 | — |
| 2019 | 0.295 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.120 | — | — | — |
| 2024 | 0.057 | -0.011 | -0.011 | 0.009 |
| 2023 | 0.066 | 0.024 | -0.054 | 0.098 |
| 2022 | 0.018 | -0.111 | -0.124 | 0.142 |
| 2021 | 0.154 | 0.102 | 0.069 | 0.085 |
| 2020 | -0.350 | 0.209 | 0.071 | 0.182 |
| 2019 | 0.112 | 0.049 | -0.015 | 0.128 |
| 2018 | -0.023 | -0.198 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.142 |
| 3 years | 0.075 |
| 5 years | 0.206 |