Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.081 | 0 | 1 |
| 1 month | 0.014 | 0 | 1 |
| 3 months | 0.035 | 0 | 1 |
| 1 year | 0.093 | 0 | 5 |
| 3 years | 0.133 | 0 | 3 |
| 5 years | 0.053 | 0 | 7 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.119 | — |
| 2023 | 0.092 | — |
| 2022 | -0.134 | — |
| 2021 | 0.044 | — |
| 2020 | 0.052 | — |
| 2019 | 0.147 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | 0.028 | 0.035 | — |
| 2024 | 0.036 | 0.015 | 0.052 | 0.011 |
| 2023 | -0.041 | 0.026 | 0.013 | 0.096 |
| 2022 | -0.057 | -0.101 | -0.072 | 0.100 |
| 2021 | 0.018 | 0.027 | 0.006 | -0.008 |
| 2020 | -0.206 | 0.174 | 0.043 | 0.083 |
| 2019 | 0.039 | 0.042 | 0.022 | 0.036 |
| 2018 | 0.010 | -0.032 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.093 |
| 3 years | 0.133 |
| 5 years | 0.053 |