Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 30 |
| 1 month | -0.014 | 0 | 67 |
| 3 months | -0.035 | 0 | 57 |
| 1 year | 0.109 | 0 | 28 |
| 3 years | 0.068 | 0 | 19 |
| 5 years | 0.079 | 0 | 41 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.133 | — |
| 2023 | 0.100 | — |
| 2022 | -0.060 | — |
| 2021 | 0.143 | — |
| 2020 | -0.026 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | — | — | — |
| 2024 | 0.039 | -0.001 | 0.075 | 0.015 |
| 2023 | 0.044 | 0.017 | -0.036 | 0.074 |
| 2022 | -0.012 | -0.073 | -0.003 | 0.030 |
| 2021 | 0.039 | 0.045 | 0.000 | 0.053 |
| 2020 | -0.165 | 0.087 | 0.041 | 0.031 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.109 |
| 3 years | 0.068 |
| 5 years | 0.079 |