Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.042 | 0.213 | 37 |
| 1 month | 0.005 | -0.020 | 71 |
| 3 months | 0.136 | 0.049 | 7 |
| 1 year | 0.159 | 0.558 | 2 |
| 3 years | 0.185 | 0.111 | 1 |
| 5 years | 0.238 | 0.119 | 1 |
| 10 years | 0.118 | 0.106 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.306 | — |
| 2023 | 0.156 | — |
| 2022 | 0.017 | — |
| 2021 | 0.361 | — |
| 2020 | 0.060 | 0.026 |
| 2019 | 0.305 | 0.252 |
| 2018 | -0.194 | -0.129 |
| 2017 | — | 0.132 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.050 | 0.092 | — | — |
| 2024 | 0.136 | -0.013 | 0.096 | 0.063 |
| 2023 | -0.039 | 0.064 | 0.020 | 0.108 |
| 2022 | 0.041 | -0.141 | -0.045 | 0.191 |
| 2021 | 0.196 | 0.065 | -0.006 | 0.075 |
| 2020 | -0.386 | 0.261 | 0.039 | 0.316 |
| 2019 | 0.189 | 0.024 | -0.032 | 0.107 |
| 2018 | -0.022 | -0.009 | 0.036 | -0.197 |
| 2017 | 0.047 | 0.055 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.159 |
| 3 years | 0.185 |
| 5 years | 0.238 |
| 10 years | 0.118 |