Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.079 | 0 | 75 |
| 1 month | 0.001 | 0 | 75 |
| 3 months | 0.091 | 0 | 32 |
| 1 year | 0.113 | 0 | 34 |
| 3 years | 0.092 | 0 | 81 |
| 5 years | 0.080 | 0 | 88 |
| 10 years | 0.066 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.100 | — |
| 2023 | 0.139 | — |
| 2022 | -0.186 | — |
| 2021 | 0.139 | — |
| 2020 | 0.123 | — |
| 2019 | 0.210 | — |
| 2018 | -0.080 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.017 | 0.098 | — | — |
| 2024 | 0.060 | -0.009 | 0.054 | -0.006 |
| 2023 | 0.049 | 0.032 | -0.040 | 0.096 |
| 2022 | -0.089 | -0.124 | -0.058 | 0.083 |
| 2021 | 0.042 | 0.054 | -0.006 | 0.044 |
| 2020 | -0.205 | 0.160 | 0.057 | 0.151 |
| 2019 | 0.105 | 0.033 | -0.001 | 0.061 |
| 2018 | -0.007 | 0.008 | 0.027 | -0.104 |
| 2017 | 0.041 | 0.038 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.113 |
| 3 years | 0.092 |
| 5 years | 0.080 |
| 10 years | 0.066 |