Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.039 | 0 | 4 |
| 1 month | -0.019 | 0 | 22 |
| 3 months | -0.004 | 0 | 5 |
| 1 year | 0.105 | 0 | 7 |
| 3 years | 0.076 | 0 | 14 |
| 5 years | 0.137 | 0 | 16 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.127 | — |
| 2023 | 0.132 | — |
| 2022 | -0.092 | — |
| 2021 | 0.295 | — |
| 2020 | 0.264 | — |
| 2019 | 0.123 | — |
| 2018 | -0.079 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.059 | — | — | — |
| 2024 | 0.038 | 0.022 | 0.056 | 0.006 |
| 2023 | 0.016 | 0.018 | 0.059 | 0.034 |
| 2022 | -0.045 | -0.089 | -0.001 | 0.045 |
| 2021 | 0.136 | 0.086 | 0.021 | 0.028 |
| 2020 | -0.155 | 0.322 | 0.007 | 0.124 |
| 2019 | 0.067 | 0.026 | 0.002 | 0.025 |
| 2018 | -0.042 | 0.031 | -0.059 | -0.009 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.105 |
| 3 years | 0.076 |
| 5 years | 0.137 |