Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.034 | 0 | 36 |
| 1 month | -0.011 | 0 | 90 |
| 3 months | 0.022 | 0 | 40 |
| 1 year | 0.179 | 0 | 3 |
| 3 years | 0.173 | 0 | 3 |
| 5 years | 0.139 | 0 | 3 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.257 | — |
| 2023 | 0.166 | — |
| 2022 | 0.085 | — |
| 2021 | 0.103 | — |
| 2020 | 0.075 | — |
| 2019 | -0.020 | — |
| 2018 | 0.052 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.045 | — | — | — |
| 2024 | 0.073 | 0.068 | 0.014 | 0.081 |
| 2023 | 0.038 | 0.065 | 0.019 | 0.036 |
| 2022 | 0.019 | 0.018 | 0.039 | 0.006 |
| 2021 | 0.097 | 0.060 | -0.009 | -0.043 |
| 2020 | -0.021 | 0.075 | 0.044 | -0.022 |
| 2019 | 0.012 | 0.035 | -0.032 | -0.033 |
| 2018 | 0.046 | 0.000 | -0.001 | 0.007 |
| 2017 | 0.001 | 0.020 | -0.048 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.098 |
| 3 years | 0.146 |
| 5 years | 0.123 |