Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.036 | 0 | 39 |
| 1 month | -0.031 | 0 | 41 |
| 3 months | -0.081 | 0 | 46 |
| 1 year | 0.094 | 0 | 30 |
| 3 years | 0.101 | 0 | 17 |
| 5 years | 0.099 | 0 | 22 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.216 | — |
| 2023 | 0.137 | — |
| 2022 | -0.127 | — |
| 2021 | 0.152 | — |
| 2020 | 0.101 | — |
| 2019 | 0.133 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.096 | 0.021 | 0.053 | 0.031 |
| 2023 | 0.056 | 0.019 | -0.023 | 0.081 |
| 2022 | -0.082 | -0.127 | 0.003 | 0.087 |
| 2021 | 0.035 | 0.043 | 0.008 | 0.059 |
| 2020 | -0.151 | 0.128 | 0.053 | 0.092 |
| 2019 | 0.076 | -0.001 | -0.002 | 0.057 |
| 2018 | -0.088 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.094 |
| 3 years | 0.101 |
| 5 years | 0.099 |