Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.079 | 0 | 22 |
| 1 month | -0.001 | 0 | 74 |
| 3 months | 0.076 | 0 | 15 |
| 1 year | 0.124 | 0 | 10 |
| 3 years | 0.110 | 0 | 6 |
| 5 years | 0.109 | 0 | 5 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.151 | — |
| 2023 | 0.128 | — |
| 2022 | -0.054 | — |
| 2021 | 0.165 | — |
| 2020 | 0.021 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.037 | 0.062 | — | — |
| 2024 | 0.068 | 0.032 | 0.007 | 0.037 |
| 2023 | 0.030 | 0.023 | 0.012 | 0.058 |
| 2022 | -0.011 | -0.076 | 0.007 | 0.028 |
| 2021 | 0.034 | 0.054 | 0.027 | 0.040 |
| 2020 | -0.177 | 0.139 | 0.000 | 0.089 |
| 2019 | 0.019 | 0.023 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.124 |
| 3 years | 0.110 |
| 5 years | 0.109 |