Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.127 | 0.130 | 53 |
| 1 month | 0.001 | 0.013 | 64 |
| 3 months | 0.054 | 0.064 | 46 |
| 1 year | 0.077 | 0.533 | 51 |
| 3 years | 0.161 | 0.149 | 40 |
| 5 years | 0.135 | 0.157 | 12 |
| 10 years | 0.099 | 0.093 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.014 | 0.084 | 0.054 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.015 |
| 3 years | 0.138 |
| 5 years | 0.122 |
| 10 years | 0.093 |