Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | 41 |
| 1 month | 0.020 | 0 | 8 |
| 3 months | 0.082 | 0 | 5 |
| 1 year | 0.105 | 0 | 17 |
| 3 years | 0.100 | 0 | 27 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.159 | — |
| 2023 | 0.130 | — |
| 2022 | -0.152 | — |
| 2021 | 0.110 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | 0.057 | — | — |
| 2024 | 0.057 | 0.028 | 0.031 | 0.034 |
| 2023 | 0.045 | 0.021 | -0.028 | 0.089 |
| 2022 | -0.072 | -0.108 | -0.010 | 0.034 |
| 2021 | -0.002 | 0.045 | 0.012 | 0.052 |
| 2020 | 0.043 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.105 |
| 3 years | 0.100 |