Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.081 | 0 | 5 |
| 1 month | 0.018 | 0 | 5 |
| 3 months | 0.011 | 0 | 5 |
| 1 year | 0.156 | 0 | 11 |
| 3 years | 0.100 | 0 | 13 |
| 5 years | 0.152 | 0 | 39 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.184 | — |
| 2023 | 0.178 | — |
| 2022 | -0.154 | — |
| 2021 | 0.280 | — |
| 2020 | 0.076 | — |
| 2019 | 0.216 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.062 | — | — | — |
| 2024 | 0.068 | 0.052 | 0.013 | 0.041 |
| 2023 | 0.054 | 0.045 | 0.023 | 0.045 |
| 2022 | -0.012 | -0.130 | -0.113 | 0.109 |
| 2021 | 0.114 | 0.046 | 0.019 | 0.078 |
| 2020 | -0.203 | 0.147 | 0.060 | 0.110 |
| 2019 | 0.068 | 0.038 | 0.014 | 0.081 |
| 2018 | 0.043 | -0.066 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.156 |
| 3 years | 0.100 |
| 5 years | 0.152 |