Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.077 | 0 | 5 |
| 1 month | 0.013 | 0 | 9 |
| 3 months | 0.041 | 0 | 4 |
| 1 year | 0.147 | 0 | 3 |
| 3 years | 0.110 | 0 | 2 |
| 5 years | 0.114 | 0 | 7 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.112 | — |
| 2023 | 0.175 | — |
| 2022 | -0.099 | — |
| 2021 | 0.192 | — |
| 2020 | -0.048 | — |
| 2019 | 0.151 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.064 | — | — | — |
| 2024 | 0.054 | 0.000 | 0.038 | 0.017 |
| 2023 | 0.086 | 0.014 | 0.001 | 0.067 |
| 2022 | -0.063 | -0.077 | -0.058 | 0.105 |
| 2021 | 0.102 | 0.043 | 0.005 | 0.032 |
| 2020 | -0.199 | 0.096 | -0.003 | 0.087 |
| 2019 | 0.086 | -0.004 | 0.024 | 0.039 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.112 |
| 3 years | 0.099 |
| 5 years | 0.107 |