Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.096 | 0 | 1 |
| 1 month | 0.010 | 0 | 3 |
| 3 months | 0.041 | 0 | 3 |
| 1 year | 0.088 | 0 | 4 |
| 3 years | 0.070 | 0 | 3 |
| 5 years | 0.085 | 0 | 5 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.064 | — |
| 2023 | 0.059 | — |
| 2022 | 0.014 | — |
| 2021 | 0.139 | — |
| 2020 | 0.003 | — |
| 2019 | 0.068 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.035 | 0.037 | — | — |
| 2024 | 0.038 | -0.003 | 0.037 | -0.008 |
| 2023 | 0.002 | 0.007 | 0.035 | 0.014 |
| 2022 | 0.017 | -0.048 | 0.003 | 0.045 |
| 2021 | 0.092 | 0.022 | 0.009 | 0.011 |
| 2020 | -0.147 | 0.087 | 0.009 | 0.073 |
| 2019 | 0.053 | -0.019 | 0.016 | 0.018 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.045 |
| 3 years | 0.056 |
| 5 years | 0.076 |