Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.087 | 0 | 6 |
| 1 month | 0.037 | 0 | 6 |
| 3 months | 0.144 | 0 | 2 |
| 1 year | 0.161 | 0 | 3 |
| 3 years | 0.026 | 0 | 82 |
| 5 years | 0.044 | 0 | 52 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.112 | — |
| 2023 | 0.034 | — |
| 2022 | -0.217 | — |
| 2021 | 0.056 | — |
| 2020 | 0.215 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.025 | 0.075 | — | — |
| 2024 | 0.045 | 0.009 | 0.007 | 0.047 |
| 2023 | 0.061 | -0.036 | -0.021 | 0.033 |
| 2022 | -0.048 | -0.121 | 0.016 | -0.079 |
| 2021 | 0.089 | 0.003 | -0.046 | 0.014 |
| 2020 | -0.200 | 0.226 | 0.041 | 0.191 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.103 |
| 3 years | 0.008 |
| 5 years | 0.033 |