Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 26 |
| 1 month | 0.024 | 0 | 36 |
| 3 months | 0.026 | 0 | 40 |
| 1 year | 0.138 | 0 | 1 |
| 3 years | 0.179 | 0 | 5 |
| 5 years | 0.186 | 0 | 6 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.268 | — |
| 2023 | 0.215 | — |
| 2022 | 0.094 | — |
| 2021 | 0.171 | — |
| 2020 | 0.115 | — |
| 2019 | 0.069 | — |
| 2018 | 0.045 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.009 | — | — | — |
| 2024 | 0.123 | 0.080 | 0.073 | -0.025 |
| 2023 | -0.014 | 0.085 | 0.039 | 0.093 |
| 2022 | 0.062 | -0.047 | 0.059 | 0.020 |
| 2021 | 0.024 | 0.047 | 0.079 | 0.012 |
| 2020 | -0.093 | 0.068 | 0.033 | 0.114 |
| 2019 | 0.025 | 0.015 | 0.014 | 0.014 |
| 2018 | -0.002 | 0.033 | 0.006 | 0.006 |
| 2017 | 0.044 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.128 |
| 3 years | 0.179 |
| 5 years | 0.186 |