Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.216 | 0 | 3 |
1 month | -0.007 | 0 | 81 |
3 months | 0.065 | 0 | 12 |
1 year | 0.168 | 0 | 22 |
3 years | 0.090 | 0 | 54 |
5 years | 0.143 | 0 | 12 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | -0.136 | — |
2023 | 0.153 | — |
2022 | 0.065 | — |
2021 | 0.176 | — |
2020 | 0.065 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.128 | 0.086 | — | — |
2024 | 0.002 | -0.117 | 0.048 | -0.068 |
2023 | 0.067 | 0.005 | -0.016 | 0.092 |
2022 | 0.077 | -0.063 | -0.056 | 0.118 |
2021 | 0.013 | 0.076 | 0.003 | 0.076 |
2020 | -0.302 | 0.219 | 0.021 | 0.226 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.168 |
3 years | 0.090 |
5 years | 0.143 |