Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.201 | 0 | 3 |
| 1 month | 0.032 | 0 | 10 |
| 3 months | 0.114 | 0 | 1 |
| 1 year | 0.293 | 0 | 4 |
| 3 years | 0.215 | 0 | 2 |
| 5 years | 0.183 | 0 | 5 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.292 | — |
| 2023 | 0.130 | — |
| 2022 | 0.100 | — |
| 2021 | 0.230 | — |
| 2020 | -0.100 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.164 | — | — | — |
| 2024 | 0.222 | -0.022 | 0.003 | 0.078 |
| 2023 | 0.020 | 0.075 | -0.070 | 0.109 |
| 2022 | 0.124 | -0.047 | -0.003 | 0.030 |
| 2021 | 0.087 | 0.065 | 0.019 | 0.044 |
| 2020 | -0.151 | 0.011 | -0.010 | 0.060 |
| 2019 | 0.065 | 0.085 | -0.019 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.254 |
| 3 years | 0.202 |
| 5 years | 0.176 |