Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.069 | 0 | 9 |
| 1 month | -0.001 | 0 | 32 |
| 3 months | -0.001 | 0 | 16 |
| 1 year | 0.089 | 0 | 12 |
| 3 years | 0.091 | 0 | 11 |
| 5 years | 0.128 | 0 | 9 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.091 | — |
| 2023 | 0.149 | — |
| 2022 | -0.094 | — |
| 2021 | 0.259 | — |
| 2020 | -0.015 | — |
| 2019 | 0.278 | — |
| 2018 | -0.118 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.070 | — | — | — |
| 2024 | 0.080 | 0.015 | 0.025 | -0.030 |
| 2023 | 0.076 | 0.026 | -0.024 | 0.066 |
| 2022 | -0.060 | -0.094 | -0.043 | 0.111 |
| 2021 | 0.080 | 0.070 | 0.012 | 0.078 |
| 2020 | -0.228 | 0.139 | 0.007 | 0.112 |
| 2019 | 0.130 | 0.033 | 0.030 | 0.063 |
| 2018 | -0.045 | 0.042 | 0.012 | -0.123 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.089 |
| 3 years | 0.091 |
| 5 years | 0.128 |