Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.027 | 0 | 36 |
| 1 month | 0.007 | 0 | 59 |
| 3 months | 0.014 | 0 | 50 |
| 1 year | 0.060 | 0 | 30 |
| 3 years | 0.056 | 0 | 21 |
| 5 years | 0.036 | 0 | 8 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.051 | — |
| 2023 | 0.081 | — |
| 2022 | -0.044 | — |
| 2021 | 0.018 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | 0.014 | — | — |
| 2024 | 0.014 | 0.004 | 0.032 | 0.000 |
| 2023 | 0.015 | 0.011 | 0.005 | 0.049 |
| 2022 | -0.017 | -0.036 | -0.011 | 0.020 |
| 2021 | 0.017 | 0.005 | 0.001 | -0.005 |
| 2020 | 0.058 | 0.018 | 0.031 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.039 |
| 3 years | 0.049 |
| 5 years | 0.031 |