Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.047 | 0 | 68 |
| 1 month | 0.035 | 0 | 32 |
| 3 months | 0.104 | 0 | 9 |
| 1 year | 0.096 | 0 | 29 |
| 3 years | 0.086 | 0 | 15 |
| 5 years | 0.084 | 0 | 16 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.137 | — |
| 2023 | 0.109 | — |
| 2022 | -0.093 | — |
| 2021 | 0.127 | — |
| 2020 | 0.039 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.036 | 0.049 | — | — |
| 2024 | 0.061 | 0.022 | 0.010 | 0.039 |
| 2023 | 0.033 | 0.012 | 0.002 | 0.059 |
| 2022 | -0.040 | -0.068 | -0.019 | 0.034 |
| 2021 | 0.022 | 0.051 | 0.008 | 0.041 |
| 2020 | -0.169 | 0.134 | 0.014 | 0.087 |
| 2019 | 0.022 | 0.027 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.096 |
| 3 years | 0.086 |
| 5 years | 0.084 |