Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.101 | 0 | 2 |
| 1 month | 0.020 | 0 | 31 |
| 3 months | 0.061 | 0 | 3 |
| 1 year | 0.155 | 0 | 1 |
| 3 years | 0.120 | 0 | 6 |
| 5 years | 0.083 | 0 | 17 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.138 | — |
| 2023 | 0.097 | — |
| 2022 | -0.065 | — |
| 2021 | 0.054 | — |
| 2020 | 0.067 | — |
| 2019 | 0.155 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.011 | 0.078 | — | — |
| 2024 | 0.021 | 0.020 | 0.073 | 0.019 |
| 2023 | 0.073 | -0.001 | -0.047 | 0.073 |
| 2022 | -0.020 | -0.097 | 0.012 | 0.045 |
| 2021 | 0.016 | 0.047 | 0.011 | -0.020 |
| 2020 | -0.142 | 0.079 | 0.051 | 0.096 |
| 2019 | 0.092 | 0.027 | 0.009 | 0.021 |
| 2018 | -0.018 | -0.045 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.155 |
| 3 years | 0.120 |
| 5 years | 0.083 |