Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.005 | 0 | 31 |
| 1 month | -0.025 | 0 | 25 |
| 3 months | -0.005 | 0 | 31 |
| 1 year | 0.071 | 0 | 5 |
| 3 years | 0.049 | 0 | 5 |
| 5 years | 0.090 | 0 | 5 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.133 | — |
| 2023 | 0.109 | — |
| 2022 | -0.089 | — |
| 2021 | 0.133 | — |
| 2020 | 0.017 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | — | — | — |
| 2024 | 0.053 | 0.012 | 0.035 | 0.028 |
| 2023 | 0.023 | 0.027 | 0.006 | 0.049 |
| 2022 | -0.014 | -0.065 | -0.019 | 0.008 |
| 2021 | 0.039 | 0.041 | 0.009 | 0.038 |
| 2020 | -0.146 | 0.092 | 0.026 | 0.064 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.071 |
| 3 years | 0.049 |
| 5 years | 0.090 |