Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.028 | 0 | — |
| 1 month | -0.003 | 0 | — |
| 3 months | -0.061 | 0 | — |
| 1 year | 0.104 | 0 | — |
| 3 years | 0.102 | 0 | — |
| 5 years | 0.135 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.210 | — |
| 2023 | 0.226 | — |
| 2022 | -0.174 | — |
| 2021 | 0.238 | — |
| 2020 | 0.108 | — |
| 2019 | 0.254 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.025 | — | — | — |
| 2024 | 0.101 | 0.030 | 0.046 | 0.020 |
| 2023 | 0.073 | 0.070 | -0.027 | 0.097 |
| 2022 | -0.044 | -0.147 | -0.050 | 0.068 |
| 2021 | 0.060 | 0.077 | 0.005 | 0.080 |
| 2020 | -0.215 | 0.181 | 0.065 | 0.121 |
| 2019 | 0.122 | 0.033 | 0.010 | 0.071 |
| 2018 | 0.050 | -0.134 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.049 |
| 3 years | 0.083 |
| 5 years | 0.124 |