Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 47 |
| 1 month | 0.022 | 0 | 46 |
| 3 months | -0.057 | 0 | 52 |
| 1 year | 0.104 | 0 | 20 |
| 3 years | 0.137 | 0 | 2 |
| 5 years | 0.178 | 0 | 8 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.201 | — |
| 2023 | 0.275 | — |
| 2022 | -0.186 | — |
| 2021 | 0.236 | — |
| 2020 | 0.216 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.037 | — | — | — |
| 2024 | 0.114 | -0.012 | 0.100 | -0.009 |
| 2023 | 0.099 | 0.063 | -0.027 | 0.122 |
| 2022 | -0.105 | -0.158 | -0.043 | 0.128 |
| 2021 | 0.116 | 0.058 | 0.013 | 0.034 |
| 2020 | -0.291 | 0.259 | 0.110 | 0.228 |
| 2019 | 0.121 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.049 |
| 3 years | 0.117 |
| 5 years | 0.166 |