Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | 38 |
| 1 month | -0.015 | 0 | 29 |
| 3 months | 0.067 | 0 | 28 |
| 1 year | 0.026 | 0 | 28 |
| 3 years | 0.149 | 0 | 80 |
| 5 years | 0.175 | 0 | 87 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.223 | — |
| 2023 | 0.202 | — |
| 2022 | -0.087 | — |
| 2021 | 0.283 | — |
| 2020 | 0.193 | — |
| 2019 | 0.172 | — |
| 2018 | 0.071 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.069 | 0.113 | — | — |
| 2024 | 0.046 | 0.125 | 0.089 | -0.046 |
| 2023 | -0.059 | 0.134 | 0.020 | 0.104 |
| 2022 | -0.051 | -0.139 | 0.126 | -0.008 |
| 2021 | 0.018 | 0.095 | 0.135 | 0.014 |
| 2020 | -0.187 | 0.101 | 0.064 | 0.252 |
| 2019 | 0.041 | 0.049 | 0.044 | 0.027 |
| 2018 | -0.013 | 0.080 | -0.022 | 0.027 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.016 |
| 3 years | 0.149 |
| 5 years | 0.175 |