Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.046 | 0 | — |
| 1 month | 0.020 | 0 | — |
| 3 months | 0.020 | 0 | — |
| 1 year | 0.178 | 0 | — |
| 3 years | 0.125 | 0 | — |
| 5 years | 0.135 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.164 | — |
| 2023 | 0.155 | — |
| 2022 | -0.051 | — |
| 2021 | 0.203 | — |
| 2020 | 0.134 | — |
| 2019 | 0.130 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | — | — | — |
| 2024 | 0.058 | 0.008 | 0.087 | 0.003 |
| 2023 | 0.052 | 0.029 | -0.026 | 0.095 |
| 2022 | -0.025 | -0.080 | 0.007 | 0.051 |
| 2021 | 0.034 | 0.055 | 0.025 | 0.075 |
| 2020 | -0.085 | 0.097 | 0.079 | 0.048 |
| 2019 | 0.097 | 0.015 | -0.004 | 0.020 |
| 2018 | 0.017 | -0.079 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.178 |
| 3 years | 0.125 |
| 5 years | 0.135 |