Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.058 | 0.097 | 63 |
| 1 month | 0.026 | 0.009 | 1 |
| 3 months | 0.159 | 0.052 | 1 |
| 1 year | 0.107 | 0.271 | 27 |
| 3 years | 0.118 | 0.110 | 12 |
| 5 years | 0.079 | 0.103 | 59 |
| 10 years | 0 | 0.083 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.195 | — |
| 2023 | 0.207 | — |
| 2022 | -0.250 | — |
| 2021 | 0.090 | — |
| 2020 | 0.395 | 0.117 |
| 2019 | 0.146 | 0.192 |
| 2018 | -0.047 | -0.058 |
| 2017 | 0.078 | 0.132 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.093 | 0.138 | — | — |
| 2024 | 0.081 | 0.066 | 0.003 | 0.034 |
| 2023 | 0.024 | 0.120 | -0.038 | 0.094 |
| 2022 | -0.101 | -0.122 | -0.046 | -0.004 |
| 2021 | 0.003 | 0.058 | -0.010 | 0.038 |
| 2020 | -0.059 | 0.191 | 0.104 | 0.127 |
| 2019 | 0.052 | 0.018 | -0.010 | 0.081 |
| 2018 | -0.002 | 0.032 | 0.029 | -0.101 |
| 2017 | 0.024 | 0.011 | 0.022 | 0.018 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.107 |
| 3 years | 0.118 |
| 5 years | 0.079 |