Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.020 | 0 | 87 |
| 1 month | -0.003 | 0 | 93 |
| 3 months | -0.048 | 0 | 75 |
| 1 year | 0.074 | 0 | 77 |
| 3 years | 0.069 | 0 | 78 |
| 5 years | 0.117 | 0 | 35 |
| 10 years | 0.075 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.120 | — |
| 2023 | 0.174 | — |
| 2022 | -0.159 | — |
| 2021 | 0.193 | — |
| 2020 | 0.127 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.017 | — | — | — |
| 2024 | 0.062 | 0.009 | 0.071 | -0.023 |
| 2023 | 0.050 | 0.046 | -0.037 | 0.110 |
| 2022 | -0.044 | -0.142 | -0.067 | 0.100 |
| 2021 | 0.081 | 0.059 | -0.019 | 0.063 |
| 2020 | -0.243 | 0.194 | 0.064 | 0.172 |
| 2019 | -0.004 | 0.083 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.074 |
| 3 years | 0.069 |
| 5 years | 0.117 |
| 10 years | 0.075 |