Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.064 | 0 | — |
| 1 month | 0.035 | 0 | — |
| 3 months | 0.065 | 0 | — |
| 1 year | 0.075 | 0 | — |
| 3 years | 0.070 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.056 | — |
| 2023 | 0.097 | — |
| 2022 | -0.158 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | 0.065 | — | — |
| 2024 | 0.018 | 0.026 | 0.039 | -0.027 |
| 2023 | 0.061 | 0.004 | -0.033 | 0.065 |
| 2022 | -0.042 | -0.116 | -0.080 | 0.080 |
| 2021 | 0.035 | -0.024 | 0.017 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.056 |