Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | 0 | 78 |
| 1 month | -0.004 | 0 | 34 |
| 3 months | 0.007 | 0 | 67 |
| 1 year | 0.150 | 0 | 12 |
| 3 years | 0.076 | 0 | 23 |
| 5 years | 0.082 | 0 | 23 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.111 | — |
| 2023 | 0.099 | — |
| 2022 | -0.063 | — |
| 2021 | 0.105 | — |
| 2020 | 0.142 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.040 | — | — | — |
| 2024 | 0.016 | 0.021 | 0.083 | -0.011 |
| 2023 | 0.029 | 0.013 | -0.023 | 0.079 |
| 2022 | -0.019 | -0.066 | -0.030 | 0.054 |
| 2021 | 0.009 | 0.031 | 0.016 | 0.045 |
| 2020 | -0.034 | 0.099 | 0.032 | 0.043 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.150 |
| 3 years | 0.076 |
| 5 years | 0.082 |