Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.063 | 0 | 47 |
| 1 month | -0.005 | 0 | 71 |
| 3 months | -0.011 | 0 | 56 |
| 1 year | 0.058 | 0 | 58 |
| 3 years | 0.086 | 0 | 56 |
| 5 years | 0.127 | 0 | 38 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.068 | — |
| 2023 | 0.162 | — |
| 2022 | -0.124 | — |
| 2021 | 0.211 | — |
| 2020 | 0.080 | — |
| 2019 | 0.318 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.068 | — | — | — |
| 2024 | 0.088 | -0.009 | 0.016 | -0.025 |
| 2023 | 0.106 | 0.031 | -0.046 | 0.069 |
| 2022 | -0.091 | -0.106 | -0.037 | 0.119 |
| 2021 | 0.079 | 0.043 | -0.007 | 0.084 |
| 2020 | -0.229 | 0.198 | 0.036 | 0.129 |
| 2019 | 0.141 | 0.061 | 0.023 | 0.064 |
| 2018 | -0.005 | -0.130 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.031 |
| 3 years | 0.077 |
| 5 years | 0.121 |