Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.058 | 0 | — |
| 1 month | 0.027 | 0 | — |
| 3 months | 0.064 | 0 | — |
| 1 year | 0.083 | 0 | — |
| 3 years | 0.101 | 0 | — |
| 5 years | 0.072 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.109 | — |
| 2023 | 0.124 | — |
| 2022 | -0.195 | — |
| 2021 | 0.088 | — |
| 2020 | 0.160 | — |
| 2019 | 0.182 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | 0.064 | — | — |
| 2024 | 0.074 | 0.009 | 0.039 | -0.015 |
| 2023 | 0.027 | 0.041 | -0.024 | 0.077 |
| 2022 | -0.082 | -0.132 | -0.057 | 0.072 |
| 2021 | 0.014 | 0.050 | -0.011 | 0.033 |
| 2020 | -0.175 | 0.149 | 0.089 | 0.124 |
| 2019 | 0.098 | 0.019 | -0.007 | 0.064 |
| 2018 | 0.031 | -0.118 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | 0.082 |
| 5 years | 0.061 |