Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.167 | 0 | 8 |
| 1 month | 0.005 | 0 | 64 |
| 3 months | 0.134 | 0 | 14 |
| 1 year | 0.188 | 0 | 7 |
| 3 years | 0.181 | 0 | 4 |
| 5 years | 0.145 | 0 | 5 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.111 | — |
| 2023 | 0.311 | — |
| 2022 | -0.218 | — |
| 2021 | 0.199 | — |
| 2020 | 0.163 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | 0.180 | — | — |
| 2024 | 0.061 | 0.001 | 0.079 | -0.030 |
| 2023 | 0.118 | 0.063 | -0.008 | 0.113 |
| 2022 | -0.060 | -0.207 | -0.096 | 0.160 |
| 2021 | 0.087 | 0.080 | -0.004 | 0.025 |
| 2020 | -0.212 | 0.148 | 0.099 | 0.170 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.152 |
| 3 years | 0.169 |
| 5 years | 0.138 |