Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.085 | 0 | 64 |
| 1 month | 0.080 | 0 | 53 |
| 3 months | 0.116 | 0 | 90 |
| 1 year | 0.086 | 0 | 82 |
| 3 years | 0.074 | 0 | 88 |
| 5 years | 0.111 | 0 | 60 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.011 | — |
| 2023 | 0.164 | — |
| 2022 | -0.261 | — |
| 2021 | 0.114 | — |
| 2020 | 0.625 | — |
| 2019 | 0.366 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.028 | 0.116 | — | — |
| 2024 | -0.048 | 0.037 | 0.059 | -0.055 |
| 2023 | 0.177 | 0.064 | -0.114 | 0.050 |
| 2022 | -0.123 | -0.152 | -0.071 | 0.069 |
| 2021 | 0.024 | 0.033 | -0.034 | 0.090 |
| 2020 | -0.256 | 0.324 | 0.160 | 0.422 |
| 2019 | 0.101 | 0.066 | 0.017 | 0.145 |
| 2018 | -0.163 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.075 |
| 3 years | 0.071 |
| 5 years | 0.109 |