Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | — |
| 1 month | 0.004 | 0 | — |
| 3 months | 0.009 | 0 | — |
| 1 year | 0.068 | 0 | — |
| 3 years | 0.027 | 0 | — |
| 5 years | 0.026 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.037 | — |
| 2023 | 0.072 | — |
| 2022 | -0.105 | — |
| 2021 | 0.037 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | — | — | — |
| 2024 | 0.025 | -0.003 | 0.043 | -0.028 |
| 2023 | 0.030 | 0.006 | -0.025 | 0.062 |
| 2022 | -0.028 | -0.080 | -0.047 | 0.050 |
| 2021 | 0.004 | 0.013 | -0.002 | 0.021 |
| 2020 | 0.027 | 0.006 | 0.032 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.052 |
| 3 years | 0.026 |
| 5 years | 0.025 |