Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 72 |
| 1 month | -0.009 | 0 | 78 |
| 3 months | 0.004 | 0 | 78 |
| 1 year | 0.094 | 0 | 8 |
| 3 years | 0.046 | 0 | 43 |
| 5 years | 0.036 | 0 | 44 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.093 | — |
| 2023 | 0.069 | — |
| 2022 | -0.137 | — |
| 2021 | -0.018 | — |
| 2020 | 0.073 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.023 | — | — | — |
| 2024 | 0.022 | 0.016 | 0.049 | 0.004 |
| 2023 | 0.008 | 0.008 | -0.007 | 0.061 |
| 2022 | -0.084 | -0.086 | -0.030 | 0.063 |
| 2021 | -0.015 | 0.018 | 0.001 | -0.022 |
| 2020 | -0.132 | 0.133 | 0.034 | 0.055 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.094 |
| 3 years | 0.046 |
| 5 years | 0.036 |