Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.003 | 0 | 18 |
| 1 month | -0.013 | 0 | 52 |
| 3 months | -0.019 | 0 | 17 |
| 1 year | 0.083 | 0 | 73 |
| 3 years | 0.050 | 0 | 52 |
| 5 years | 0.059 | 0 | 47 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.099 | — |
| 2023 | 0.080 | — |
| 2022 | -0.090 | — |
| 2021 | 0.120 | — |
| 2020 | 0.049 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | — | — | — |
| 2024 | 0.047 | -0.004 | 0.055 | -0.001 |
| 2023 | 0.032 | 0.019 | -0.038 | 0.068 |
| 2022 | -0.025 | -0.088 | -0.013 | 0.037 |
| 2021 | 0.021 | 0.045 | 0.000 | 0.050 |
| 2020 | -0.088 | 0.072 | 0.032 | 0.039 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.083 |
| 3 years | 0.050 |
| 5 years | 0.059 |