Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.100 | 0 | 32 |
| 1 month | 0.012 | 0 | 51 |
| 3 months | 0.098 | 0 | 14 |
| 1 year | 0.145 | 0 | 61 |
| 3 years | 0.098 | 0 | 59 |
| 5 years | 0.117 | 0 | 77 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.147 | — |
| 2023 | 0.087 | — |
| 2022 | -0.069 | — |
| 2021 | 0.221 | — |
| 2020 | 0.050 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | 0.091 | — | — |
| 2024 | 0.054 | -0.011 | 0.091 | 0.009 |
| 2023 | 0.029 | 0.003 | -0.026 | 0.081 |
| 2022 | 0.026 | -0.115 | -0.007 | 0.033 |
| 2021 | 0.055 | 0.072 | 0.006 | 0.074 |
| 2020 | -0.163 | 0.101 | 0.043 | 0.093 |
| 2019 | 0.006 | 0.007 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.145 |
| 3 years | 0.098 |
| 5 years | 0.117 |