Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.081 | 0 | 2 |
| 1 month | 0.028 | 0 | 2 |
| 3 months | 0.066 | 0 | 1 |
| 1 year | 0.205 | 0 | 5 |
| 3 years | 0.084 | 0 | 16 |
| 5 years | 0.118 | 0 | 36 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.132 | — |
| 2023 | 0.073 | — |
| 2022 | -0.024 | — |
| 2021 | 0.205 | — |
| 2020 | -0.005 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.052 | — | — | — |
| 2024 | 0.035 | 0.004 | 0.115 | -0.022 |
| 2023 | 0.064 | -0.004 | -0.062 | 0.080 |
| 2022 | 0.027 | -0.076 | -0.024 | 0.053 |
| 2021 | 0.068 | 0.066 | 0.003 | 0.054 |
| 2020 | -0.166 | 0.067 | 0.063 | 0.053 |
| 2019 | 0.035 | -0.002 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.205 |
| 3 years | 0.084 |
| 5 years | 0.118 |