Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.020 | 0 | 37 |
| 1 month | -0.005 | 0 | 70 |
| 3 months | 0.007 | 0 | 77 |
| 1 year | 0.194 | 0 | 2 |
| 3 years | 0.121 | 0 | 6 |
| 5 years | 0.125 | 0 | 30 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.233 | — |
| 2023 | 0.108 | — |
| 2022 | 0.019 | — |
| 2021 | 0.092 | — |
| 2020 | 0.066 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | — | — | — |
| 2024 | 0.046 | 0.034 | 0.095 | 0.042 |
| 2023 | 0.021 | 0.018 | 0.029 | 0.035 |
| 2022 | -0.001 | -0.034 | 0.015 | 0.040 |
| 2021 | 0.034 | 0.020 | 0.020 | 0.015 |
| 2020 | -0.157 | 0.190 | 0.042 | 0.021 |
| 2019 | 0.020 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.194 |
| 3 years | 0.121 |
| 5 years | 0.125 |