Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | 26 |
| 1 month | -0.002 | 0 | 20 |
| 3 months | -0.008 | 0 | 13 |
| 1 year | 0.039 | 0 | 32 |
| 3 years | 0.033 | 0 | 34 |
| 5 years | 0.034 | 0 | 65 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.074 | — |
| 2023 | 0.060 | — |
| 2022 | -0.020 | — |
| 2021 | 0.060 | — |
| 2020 | 0.001 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | — | — | — |
| 2024 | 0.028 | 0.012 | 0.008 | 0.024 |
| 2023 | 0.006 | 0.020 | 0.015 | 0.017 |
| 2022 | 0.009 | -0.025 | 0.006 | -0.011 |
| 2021 | 0.015 | 0.004 | 0.010 | 0.029 |
| 2020 | -0.007 | -0.004 | 0.009 | 0.003 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.039 |
| 3 years | 0.033 |
| 5 years | 0.034 |