Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.096 | 0.213 | 30 |
| 1 month | 0.043 | -0.020 | 42 |
| 3 months | 0.079 | 0.049 | 61 |
| 1 year | 0.078 | 0.558 | 42 |
| 3 years | 0.105 | 0.111 | 63 |
| 5 years | 0.123 | 0.119 | 71 |
| 10 years | 0.095 | 0.106 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.096 | — |
| 2023 | 0.072 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.023 | 0.008 | — | — |
| 2024 | 0.049 | -0.035 | 0.111 | -0.025 |
| 2023 | 0.015 | 0.017 | -0.063 | 0.108 |
| 2022 | -0.101 | -0.054 | 0.138 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | 0.105 |
| 5 years | 0.123 |
| 10 years | 0.095 |