Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.211 | 0 | 1 |
| 1 month | 0.026 | 0 | 4 |
| 3 months | 0.108 | 0 | 1 |
| 1 year | 0.167 | 0 | 1 |
| 3 years | 0.052 | 0 | 23 |
| 5 years | 0.047 | 0 | 51 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.046 | — |
| 2023 | -0.025 | — |
| 2022 | -0.085 | — |
| 2021 | 0.031 | — |
| 2020 | -0.064 | — |
| 2019 | 0.097 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.181 | — | — | — |
| 2024 | 0.118 | -0.018 | -0.009 | -0.039 |
| 2023 | 0.020 | 0.000 | -0.076 | 0.035 |
| 2022 | -0.040 | -0.058 | -0.001 | 0.012 |
| 2021 | 0.033 | 0.011 | -0.022 | 0.010 |
| 2020 | -0.115 | 0.005 | 0.003 | 0.050 |
| 2019 | 0.017 | 0.028 | 0.015 | 0.033 |
| 2018 | 0.001 | 0.011 | -0.029 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.108 |
| 3 years | 0.034 |
| 5 years | 0.036 |