Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.114 | 0.121 | 32 |
| 1 month | 0.010 | 0.006 | 33 |
| 3 months | 0.117 | 0.065 | 35 |
| 1 year | 0.151 | 0.380 | 26 |
| 3 years | 0.148 | 0.127 | 29 |
| 5 years | 0.127 | 0.128 | 28 |
| 10 years | 0.101 | 0.091 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.164 | — |
| 2023 | 0.219 | — |
| 2022 | -0.180 | — |
| 2021 | 0.182 | — |
| 2020 | 0.167 | 0.130 |
| 2019 | — | 0.253 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | 0.115 | — | — |
| 2024 | 0.078 | 0.024 | 0.068 | -0.012 |
| 2023 | 0.071 | 0.060 | -0.035 | 0.113 |
| 2022 | -0.057 | -0.152 | -0.070 | 0.101 |
| 2021 | 0.051 | 0.071 | -0.013 | 0.064 |
| 2020 | -0.223 | 0.203 | 0.080 | 0.156 |
| 2019 | 0.035 | 0.000 | 0.090 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.151 |
| 3 years | 0.148 |
| 5 years | 0.127 |
| 10 years | 0.101 |