Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.113 | 0 | 10 |
| 1 month | 0.021 | 0 | 4 |
| 3 months | 0.061 | 0 | 8 |
| 1 year | 0.176 | 0 | 7 |
| 3 years | 0.087 | 0 | 37 |
| 5 years | 0.094 | 0 | 79 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.116 | — |
| 2023 | 0.118 | — |
| 2022 | -0.090 | — |
| 2021 | 0.161 | — |
| 2020 | -0.072 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.090 | — | — | — |
| 2024 | 0.056 | 0.023 | 0.056 | -0.022 |
| 2023 | 0.074 | 0.013 | -0.003 | 0.032 |
| 2022 | -0.045 | -0.019 | -0.100 | 0.078 |
| 2021 | 0.061 | 0.033 | 0.009 | 0.051 |
| 2020 | -0.180 | 0.081 | -0.010 | 0.058 |
| 2019 | 0.007 | -0.001 | 0.059 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.176 |
| 3 years | 0.087 |
| 5 years | 0.094 |