Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.053 | 0 | 13 |
| 1 month | -0.002 | 0 | 64 |
| 3 months | 0.044 | 0 | 45 |
| 1 year | 0.120 | 0 | 2 |
| 3 years | 0.110 | 0 | 15 |
| 5 years | 0.115 | 0 | 11 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.220 | — |
| 2023 | 0.066 | — |
| 2022 | -0.159 | — |
| 2021 | 0.286 | — |
| 2020 | 0.123 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | 0.044 | — | — |
| 2024 | 0.146 | 0.001 | 0.035 | 0.028 |
| 2023 | 0.027 | 0.023 | -0.030 | 0.047 |
| 2022 | -0.079 | -0.086 | -0.012 | 0.010 |
| 2021 | 0.095 | 0.041 | 0.029 | 0.096 |
| 2020 | -0.167 | 0.157 | 0.093 | 0.067 |
| 2019 | 0.034 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.120 |
| 3 years | 0.110 |
| 5 years | 0.115 |