Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.109 | 0.116 | 12 |
| 1 month | 0.008 | 0.011 | 45 |
| 3 months | 0.103 | 0.064 | 22 |
| 1 year | 0.137 | 0.361 | 10 |
| 3 years | 0.132 | 0.135 | 18 |
| 5 years | 0.110 | 0.134 | 37 |
| 10 years | 0.095 | 0.100 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.142 | — |
| 2023 | 0.200 | — |
| 2022 | -0.182 | — |
| 2021 | 0.159 | — |
| 2020 | — | 0.151 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | 0.103 | — | — |
| 2024 | 0.069 | 0.020 | 0.067 | -0.018 |
| 2023 | 0.070 | 0.053 | -0.041 | 0.111 |
| 2022 | -0.058 | -0.145 | -0.070 | 0.093 |
| 2021 | 0.041 | 0.067 | -0.013 | 0.058 |
| 2020 | 0.072 | 0.138 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.137 |
| 3 years | 0.132 |
| 5 years | 0.110 |
| 10 years | 0.095 |