Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.050 | 0 | 26 |
| 1 month | 0.007 | 0 | 23 |
| 3 months | 0.001 | 0 | 11 |
| 1 year | 0.082 | 0 | 21 |
| 3 years | 0.079 | 0 | 15 |
| 5 years | 0.107 | 0 | 29 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.106 | — |
| 2023 | 0.082 | — |
| 2022 | -0.001 | — |
| 2021 | 0.189 | — |
| 2020 | -0.108 | — |
| 2019 | 0.158 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.042 | — | — | — |
| 2024 | 0.036 | 0.048 | 0.018 | 0.000 |
| 2023 | 0.026 | -0.006 | 0.030 | 0.030 |
| 2022 | 0.006 | -0.048 | -0.040 | 0.087 |
| 2021 | 0.060 | 0.054 | 0.024 | 0.039 |
| 2020 | -0.268 | 0.119 | -0.020 | 0.111 |
| 2019 | 0.081 | 0.027 | 0.007 | 0.036 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.082 |
| 3 years | 0.079 |
| 5 years | 0.107 |