Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | 10 |
| 1 month | -0.021 | 0 | 15 |
| 3 months | -0.022 | 0 | 9 |
| 1 year | 0.145 | 0 | 6 |
| 3 years | 0.103 | 0 | 6 |
| 5 years | 0.113 | 0 | 27 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.207 | — |
| 2023 | 0.135 | — |
| 2022 | -0.053 | — |
| 2021 | 0.191 | — |
| 2020 | -0.004 | — |
| 2019 | 0.264 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.041 | — | — | — |
| 2024 | 0.101 | 0.014 | 0.057 | 0.023 |
| 2023 | 0.061 | 0.030 | -0.002 | 0.041 |
| 2022 | -0.023 | -0.057 | 0.000 | 0.028 |
| 2021 | 0.081 | 0.018 | -0.003 | 0.085 |
| 2020 | -0.143 | 0.100 | -0.006 | 0.064 |
| 2019 | 0.115 | 0.044 | 0.055 | 0.030 |
| 2018 | -0.054 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.088 |
| 3 years | 0.084 |
| 5 years | 0.102 |