Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.243 | 0 | 8 |
| 1 month | 0.053 | 0 | 4 |
| 3 months | 0.158 | 0 | 4 |
| 1 year | 0.364 | 0 | 1 |
| 3 years | 0.147 | 0 | 1 |
| 5 years | 0.104 | 0 | 9 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.199 | — |
| 2023 | 0.094 | — |
| 2022 | -0.026 | — |
| 2021 | -0.058 | — |
| 2020 | 0.217 | — |
| 2019 | 0.139 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.181 | — | — | — |
| 2024 | 0.053 | 0.041 | 0.115 | -0.019 |
| 2023 | 0.078 | -0.045 | -0.032 | 0.098 |
| 2022 | 0.072 | -0.070 | -0.088 | 0.071 |
| 2021 | -0.108 | 0.038 | -0.015 | 0.033 |
| 2020 | 0.052 | 0.095 | 0.062 | -0.005 |
| 2019 | 0.002 | 0.077 | 0.043 | 0.012 |
| 2018 | 0.068 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.277 |
| 3 years | 0.122 |
| 5 years | 0.090 |