Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 3 |
| 1 month | -0.002 | 0 | 5 |
| 3 months | 0.002 | 0 | 1 |
| 1 year | 0.048 | 0 | 97 |
| 3 years | 0.033 | 0 | 57 |
| 5 years | 0.037 | 0 | 21 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.043 | — |
| 2023 | 0.054 | — |
| 2022 | -0.039 | — |
| 2021 | 0.025 | — |
| 2020 | 0.067 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.011 | 0.006 | 0.024 | 0.001 |
| 2023 | 0.018 | 0.001 | -0.003 | 0.037 |
| 2022 | -0.019 | -0.041 | 0.005 | 0.016 |
| 2021 | 0.009 | 0.024 | -0.003 | -0.005 |
| 2020 | -0.046 | 0.051 | 0.034 | 0.029 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.033 |
| 5 years | 0.037 |