Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.089 | 0 | 34 |
| 1 month | 0.006 | 0 | 20 |
| 3 months | 0.026 | 0 | 54 |
| 1 year | 0.180 | 0 | 5 |
| 3 years | 0.154 | 0 | 9 |
| 5 years | 0.085 | 0 | 10 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.147 | — |
| 2023 | 0.160 | — |
| 2022 | -0.141 | — |
| 2021 | 0.120 | — |
| 2020 | -0.091 | — |
| 2019 | 0.115 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.062 | 0.026 | — | — |
| 2024 | 0.059 | 0.000 | 0.095 | -0.011 |
| 2023 | 0.096 | -0.004 | -0.009 | 0.072 |
| 2022 | -0.110 | -0.089 | -0.088 | 0.162 |
| 2021 | 0.029 | 0.029 | 0.005 | 0.051 |
| 2020 | -0.250 | 0.125 | -0.006 | 0.083 |
| 2019 | 0.062 | -0.013 | 0.002 | 0.062 |
| 2018 | -0.065 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.180 |
| 3 years | 0.154 |
| 5 years | 0.085 |