Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.094 | 0.124 | 67 |
| 1 month | 0.016 | 0.051 | 17 |
| 3 months | 0.117 | 0.103 | 19 |
| 1 year | 0.177 | 0.417 | 60 |
| 3 years | 0.230 | 0.226 | 51 |
| 5 years | 0.132 | 0.220 | 37 |
| 10 years | 0.163 | 0.160 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.274 | — |
| 2023 | 0.446 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.110 | 0.165 | — | — |
| 2024 | 0.121 | 0.067 | 0.010 | 0.053 |
| 2023 | 0.153 | 0.123 | -0.030 | 0.151 |
| 2022 | -0.218 | -0.046 | 0.026 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.177 |
| 3 years | 0.230 |
| 5 years | 0.132 |
| 10 years | 0.163 |