Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.075 | 0 | — |
| 1 month | 0.015 | 0 | — |
| 3 months | 0.121 | 0 | — |
| 1 year | 0.086 | 0 | — |
| 3 years | 0.114 | 0 | — |
| 5 years | 0.103 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.138 | — |
| 2023 | 0.202 | — |
| 2022 | -0.217 | — |
| 2021 | 0.214 | — |
| 2020 | 0.150 | — |
| 2019 | 0.243 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.043 | 0.107 | — | — |
| 2024 | 0.088 | 0.034 | 0.023 | -0.010 |
| 2023 | 0.067 | 0.064 | -0.041 | 0.103 |
| 2022 | -0.055 | -0.178 | -0.065 | 0.078 |
| 2021 | 0.059 | 0.069 | 0.001 | 0.072 |
| 2020 | -0.211 | 0.193 | 0.088 | 0.122 |
| 2019 | 0.128 | 0.035 | -0.007 | 0.072 |
| 2018 | 0.034 | -0.156 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.086 |
| 3 years | 0.114 |
| 5 years | 0.103 |