Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.065 | 0.044 | 31 |
| 1 month | 0.031 | -0.040 | 72 |
| 3 months | 0.038 | 0.041 | 52 |
| 1 year | 0.137 | 0.144 | 37 |
| 3 years | 0.134 | 0.060 | 41 |
| 5 years | 0.139 | 0.092 | 55 |
| 10 years | 0.116 | 0.086 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.026 | 0.038 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.137 |
| 3 years | 0.134 |
| 5 years | 0.139 |
| 10 years | 0.116 |