Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.081 | 0.053 | 48 |
| 1 month | 0.023 | -0.042 | 30 |
| 3 months | 0.144 | 0.039 | 30 |
| 1 year | 0.157 | 0.203 | 35 |
| 3 years | 0.165 | 0.065 | 40 |
| 5 years | 0.152 | 0.118 | 43 |
| 10 years | 0 | 0.110 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.239 | — |
| 2023 | 0.261 | 0.223 |
| 2022 | -0.195 | -0.170 |
| 2021 | 0.256 | 0.261 |
| 2020 | 0.208 | 0.158 |
| 2019 | — | 0.288 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.049 | 0.111 | — | — |
| 2024 | 0.101 | 0.032 | 0.061 | 0.028 |
| 2023 | 0.073 | 0.084 | -0.033 | 0.121 |
| 2022 | -0.054 | -0.169 | -0.046 | 0.072 |
| 2021 | 0.064 | 0.083 | -0.001 | 0.092 |
| 2020 | -0.210 | 0.221 | 0.091 | 0.148 |
| 2019 | 0.011 | 0.091 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.157 |
| 3 years | 0.165 |
| 5 years | 0.152 |