Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.133 | 0 | 50 |
| 1 month | 0.027 | 0 | 32 |
| 3 months | 0.086 | 0 | 25 |
| 1 year | 0.155 | 0 | 25 |
| 3 years | 0.187 | 0 | 13 |
| 5 years | 0.129 | 0 | 12 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.192 | — |
| 2023 | 0.248 | — |
| 2022 | -0.190 | — |
| 2021 | 0.225 | — |
| 2020 | 0.180 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.023 | 0.115 | — | — |
| 2024 | 0.090 | 0.028 | 0.063 | 0.001 |
| 2023 | 0.082 | 0.071 | -0.034 | 0.115 |
| 2022 | -0.058 | -0.163 | -0.061 | 0.094 |
| 2021 | 0.046 | 0.081 | 0.002 | 0.081 |
| 2020 | -0.204 | 0.203 | 0.084 | 0.137 |
| 2019 | 0.088 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.155 |
| 3 years | 0.187 |
| 5 years | 0.129 |