Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.056 | 0 | 25 |
| 1 month | 0.026 | 0 | 7 |
| 3 months | 0.047 | 0 | 20 |
| 1 year | 0.097 | 0 | 13 |
| 3 years | 0.071 | 0 | 17 |
| 5 years | 0.057 | 0 | 9 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.065 | — |
| 2023 | 0.087 | — |
| 2022 | -0.091 | — |
| 2021 | 0.077 | — |
| 2020 | 0.078 | — |
| 2019 | 0.115 | — |
| 2018 | -0.059 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | 0.047 | — | — |
| 2024 | 0.017 | 0.008 | 0.054 | -0.014 |
| 2023 | 0.039 | -0.006 | -0.028 | 0.083 |
| 2022 | -0.016 | -0.081 | -0.037 | 0.045 |
| 2021 | 0.016 | 0.027 | 0.005 | 0.027 |
| 2020 | -0.098 | 0.084 | 0.028 | 0.074 |
| 2019 | 0.041 | 0.028 | 0.008 | 0.033 |
| 2018 | -0.017 | -0.012 | 0.012 | -0.041 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.097 |
| 3 years | 0.071 |
| 5 years | 0.057 |