Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.079 | 0 | 11 |
| 1 month | -0.021 | 0 | 82 |
| 3 months | 0.005 | 0 | 22 |
| 1 year | 0.085 | 0 | 5 |
| 3 years | 0.072 | 0 | 20 |
| 5 years | 0.053 | 0 | 67 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.076 | — |
| 2023 | 0.053 | — |
| 2022 | -0.088 | — |
| 2021 | 0.102 | — |
| 2020 | -0.020 | — |
| 2019 | 0.204 | — |
| 2018 | -0.092 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.073 | 0.005 | — | — |
| 2024 | 0.042 | 0.027 | 0.036 | -0.030 |
| 2023 | 0.040 | 0.011 | -0.004 | 0.006 |
| 2022 | -0.021 | -0.075 | -0.034 | 0.043 |
| 2021 | 0.040 | 0.042 | -0.031 | 0.050 |
| 2020 | -0.135 | 0.078 | 0.022 | 0.029 |
| 2019 | 0.089 | 0.041 | 0.026 | 0.036 |
| 2018 | -0.039 | 0.013 | 0.024 | -0.088 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
| 3 years | 0.052 |
| 5 years | 0.041 |