Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.110 | 0 | 26 |
| 1 month | 0.005 | 0 | 32 |
| 3 months | 0.048 | 0 | 8 |
| 1 year | 0.186 | 0 | 12 |
| 3 years | 0.170 | 0 | 43 |
| 5 years | 0.164 | 0 | 50 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.222 | — |
| 2023 | 0.224 | — |
| 2022 | -0.153 | — |
| 2021 | 0.281 | — |
| 2020 | -0.136 | — |
| 2019 | 0.268 | — |
| 2018 | -0.169 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.104 | — | — | — |
| 2024 | 0.137 | 0.004 | 0.033 | 0.036 |
| 2023 | 0.107 | 0.034 | -0.016 | 0.087 |
| 2022 | -0.113 | -0.120 | -0.062 | 0.156 |
| 2021 | 0.116 | 0.079 | 0.017 | 0.046 |
| 2020 | -0.322 | 0.144 | -0.005 | 0.120 |
| 2019 | 0.164 | 0.019 | 0.029 | 0.040 |
| 2018 | 0.005 | -0.015 | -0.032 | -0.133 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.150 |
| 3 years | 0.158 |
| 5 years | 0.157 |