Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.108 | 0 | 48 |
| 1 month | 0.013 | 0 | 37 |
| 3 months | 0.119 | 0 | 37 |
| 1 year | 0.156 | 0 | 25 |
| 3 years | 0.157 | 0 | 20 |
| 5 years | 0.137 | 0 | 15 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.186 | — |
| 2023 | 0.237 | — |
| 2022 | -0.182 | — |
| 2021 | 0.217 | — |
| 2020 | 0.158 | — |
| 2019 | 0.276 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.018 | 0.115 | — | — |
| 2024 | 0.088 | 0.027 | 0.063 | -0.002 |
| 2023 | 0.078 | 0.068 | -0.035 | 0.114 |
| 2022 | -0.052 | -0.162 | -0.062 | 0.097 |
| 2021 | 0.049 | 0.077 | 0.000 | 0.077 |
| 2020 | -0.211 | 0.193 | 0.079 | 0.139 |
| 2019 | 0.125 | 0.040 | 0.005 | 0.086 |
| 2018 | 0.017 | 0.049 | -0.134 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.156 |
| 3 years | 0.157 |
| 5 years | 0.137 |