Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | 49 |
| 1 month | 0.018 | 0 | 28 |
| 3 months | -0.033 | 0 | 40 |
| 1 year | 0.119 | 0 | 23 |
| 3 years | 0.099 | 0 | 27 |
| 5 years | 0.133 | 0 | 21 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.189 | — |
| 2023 | 0.223 | — |
| 2022 | -0.192 | — |
| 2021 | 0.206 | — |
| 2020 | 0.164 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | — | — | — |
| 2024 | 0.095 | 0.042 | 0.049 | -0.007 |
| 2023 | 0.069 | 0.065 | -0.031 | 0.110 |
| 2022 | -0.054 | -0.169 | -0.056 | 0.091 |
| 2021 | 0.043 | 0.083 | -0.003 | 0.071 |
| 2020 | -0.208 | 0.186 | 0.095 | 0.132 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.119 |
| 3 years | 0.099 |
| 5 years | 0.133 |