Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.071 | 0 | 22 |
| 1 month | 0.042 | 0 | 9 |
| 3 months | 0.099 | 0 | 16 |
| 1 year | 0.100 | 0 | 21 |
| 3 years | 0.087 | 0 | 14 |
| 5 years | 0.084 | 0 | 16 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.110 | — |
| 2023 | 0.110 | — |
| 2022 | -0.068 | — |
| 2021 | 0.120 | — |
| 2020 | 0.030 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.025 | 0.054 | — | — |
| 2024 | 0.048 | 0.025 | 0.010 | 0.023 |
| 2023 | 0.025 | 0.011 | 0.010 | 0.061 |
| 2022 | -0.017 | -0.068 | -0.013 | 0.031 |
| 2021 | 0.018 | 0.045 | 0.021 | 0.031 |
| 2020 | -0.137 | 0.115 | -0.002 | 0.073 |
| 2019 | 0.025 | 0.012 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.100 |
| 3 years | 0.087 |
| 5 years | 0.084 |