Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | 46 |
| 1 month | 0.003 | 0 | 20 |
| 3 months | 0.014 | 0 | 25 |
| 1 year | 0.053 | 0 | 39 |
| 3 years | 0.051 | 0 | 21 |
| 5 years | 0.019 | 0 | 65 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.064 | — |
| 2023 | 0.049 | — |
| 2022 | -0.044 | — |
| 2021 | -0.015 | — |
| 2020 | 0.034 | — |
| 2019 | 0.051 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | 0.013 | — | — |
| 2024 | 0.018 | 0.014 | 0.024 | 0.006 |
| 2023 | 0.014 | 0.006 | 0.010 | 0.019 |
| 2022 | -0.031 | -0.018 | -0.013 | 0.018 |
| 2021 | 0.001 | 0.001 | -0.002 | -0.016 |
| 2020 | -0.022 | 0.037 | 0.009 | 0.011 |
| 2019 | 0.019 | 0.014 | 0.007 | 0.010 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.053 |
| 3 years | 0.051 |
| 5 years | 0.019 |