Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | 36 |
| 1 month | -0.001 | 0 | 80 |
| 3 months | 0.030 | 0 | 69 |
| 1 year | 0.059 | 0 | 47 |
| 3 years | 0.095 | 0 | 50 |
| 5 years | 0.150 | 0 | 8 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.102 | — |
| 2023 | 0.031 | — |
| 2022 | 0.072 | — |
| 2021 | 0.237 | — |
| 2020 | 0.222 | — |
| 2019 | 0.169 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.036 | -0.017 | 0.030 | — |
| 2024 | 0.096 | -0.020 | 0.017 | 0.009 |
| 2023 | 0.033 | 0.010 | 0.014 | -0.025 |
| 2022 | 0.099 | -0.056 | -0.061 | 0.100 |
| 2021 | 0.216 | 0.031 | 0.004 | -0.017 |
| 2020 | -0.195 | 0.204 | -0.010 | 0.274 |
| 2019 | 0.057 | 0.005 | 0.045 | 0.054 |
| 2018 | 0.034 | 0.017 | -0.052 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.027 |
| 3 years | 0.084 |
| 5 years | 0.143 |