Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.071 | 0 | 50 |
| 1 month | 0.030 | 0 | 34 |
| 3 months | 0.121 | 0 | 59 |
| 1 year | 0.123 | 0 | 49 |
| 3 years | 0.214 | 0 | 26 |
| 5 years | 0.184 | 0 | 35 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.269 | — |
| 2023 | 0.297 | — |
| 2022 | -0.075 | — |
| 2021 | 0.213 | — |
| 2020 | 0.139 | — |
| 2019 | 0.297 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.058 | 0.103 | — | — |
| 2024 | 0.170 | -0.033 | 0.093 | 0.027 |
| 2023 | 0.153 | 0.099 | -0.054 | 0.081 |
| 2022 | -0.090 | -0.075 | 0.045 | 0.051 |
| 2021 | 0.074 | 0.050 | -0.005 | 0.082 |
| 2020 | -0.101 | 0.097 | 0.103 | 0.048 |
| 2019 | 0.131 | 0.034 | 0.049 | 0.058 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.123 |
| 3 years | 0.214 |
| 5 years | 0.184 |