Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.069 | 0 | 85 |
| 1 month | 0.049 | 0 | 54 |
| 3 months | 0.134 | 0 | 54 |
| 1 year | 0.126 | 0 | 56 |
| 3 years | 0.122 | 0 | 5 |
| 5 years | 0.107 | 0 | 4 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.170 | — |
| 2023 | 0.150 | — |
| 2022 | -0.088 | — |
| 2021 | 0.116 | — |
| 2020 | 0.123 | — |
| 2019 | 0.111 | — |
| 2018 | -0.114 | — |
| 2017 | 0.234 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.032 | 0.052 | — | — |
| 2024 | 0.056 | 0.069 | 0.002 | 0.034 |
| 2023 | 0.037 | 0.026 | 0.047 | 0.033 |
| 2022 | -0.003 | -0.058 | -0.060 | 0.033 |
| 2021 | 0.064 | 0.065 | -0.029 | 0.015 |
| 2020 | -0.173 | 0.168 | 0.040 | 0.117 |
| 2019 | 0.085 | 0.038 | -0.038 | 0.025 |
| 2018 | 0.005 | -0.068 | 0.006 | -0.061 |
| 2017 | 0.115 | 0.011 | 0.034 | 0.058 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.126 |
| 3 years | 0.122 |
| 5 years | 0.107 |