Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.063 | 0 | — |
| 1 month | 0.021 | 0 | — |
| 3 months | 0.150 | 0 | — |
| 1 year | 0.118 | 0 | — |
| 3 years | 0.137 | 0 | — |
| 5 years | 0.108 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.215 | — |
| 2023 | 0.203 | — |
| 2022 | -0.216 | — |
| 2021 | 0.228 | — |
| 2020 | 0.085 | — |
| 2019 | 0.181 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.064 | 0.112 | — | — |
| 2024 | 0.123 | 0.037 | 0.014 | 0.029 |
| 2023 | 0.062 | 0.075 | -0.021 | 0.077 |
| 2022 | -0.053 | -0.184 | -0.031 | 0.046 |
| 2021 | 0.069 | 0.069 | 0.015 | 0.059 |
| 2020 | -0.230 | 0.197 | 0.090 | 0.080 |
| 2019 | 0.114 | 0.003 | 0 | 0.057 |
| 2018 | 0.048 | 0.035 | -0.172 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.073 |
| 3 years | 0.121 |
| 5 years | 0.099 |