Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.066 | 0 | 14 |
| 1 month | 0.005 | 0 | 13 |
| 3 months | 0.014 | 0 | 9 |
| 1 year | 0.056 | 0 | 3 |
| 3 years | 0.049 | 0 | 61 |
| 5 years | 0.086 | 0 | 82 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.039 | — |
| 2023 | 0.106 | — |
| 2022 | -0.141 | — |
| 2021 | 0.234 | — |
| 2020 | -0.035 | — |
| 2019 | 0.250 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.060 | — | — | — |
| 2024 | 0.076 | -0.047 | 0.030 | -0.016 |
| 2023 | 0.068 | 0.027 | -0.047 | 0.059 |
| 2022 | -0.078 | -0.119 | -0.032 | 0.092 |
| 2021 | 0.061 | 0.072 | 0.019 | 0.065 |
| 2020 | -0.232 | 0.155 | 0.025 | 0.062 |
| 2019 | 0.098 | 0.072 | 0.026 | 0.036 |
| 2018 | 0.038 | -0.001 | -0.151 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.049 |
| 5 years | 0.086 |