Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.037 | 0 | 2 |
| 1 month | 0.056 | 0 | 2 |
| 3 months | 0.034 | 0 | 2 |
| 1 year | 0.107 | 0 | 1 |
| 3 years | 0.057 | 0 | 6 |
| 5 years | 0.095 | 0 | 6 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.152 | — |
| 2023 | 0.099 | — |
| 2022 | -0.180 | — |
| 2021 | 0.202 | — |
| 2020 | -0.076 | — |
| 2019 | 0.272 | — |
| 2018 | -0.142 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.018 | — | — | — |
| 2024 | 0.054 | 0.057 | 0.029 | 0.004 |
| 2023 | 0.028 | -0.004 | 0.022 | 0.051 |
| 2022 | -0.066 | -0.115 | -0.109 | 0.112 |
| 2021 | 0.065 | 0.053 | 0.050 | 0.021 |
| 2020 | -0.334 | 0.149 | -0.019 | 0.230 |
| 2019 | 0.085 | 0.029 | -0.003 | 0.142 |
| 2018 | -0.053 | 0.049 | -0.011 | -0.127 |
| 2017 | 0.040 | 0.042 | 0.071 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.052 |
| 3 years | 0.039 |
| 5 years | 0.084 |