Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.060 | 0 | 11 |
| 1 month | 0.009 | 0 | 58 |
| 3 months | 0.006 | 0 | 16 |
| 1 year | 0.101 | 0 | 39 |
| 3 years | 0.114 | 0 | 10 |
| 5 years | 0.155 | 0 | 2 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.109 | — |
| 2023 | 0.190 | — |
| 2022 | -0.117 | — |
| 2021 | 0.232 | — |
| 2020 | 0.164 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.050 | — | — | — |
| 2024 | 0.102 | -0.008 | 0.071 | -0.052 |
| 2023 | 0.058 | 0.050 | -0.017 | 0.089 |
| 2022 | -0.035 | -0.137 | -0.065 | 0.135 |
| 2021 | 0.086 | 0.067 | -0.002 | 0.065 |
| 2020 | -0.217 | 0.168 | 0.088 | 0.170 |
| 2019 | 0.005 | 0.098 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.101 |
| 3 years | 0.114 |
| 5 years | 0.155 |