Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.039 | 0 | 24 |
| 1 month | 0.002 | 0 | 51 |
| 3 months | 0.015 | 0 | 62 |
| 1 year | 0.065 | 0 | 33 |
| 3 years | 0.063 | 0 | 76 |
| 5 years | 0.048 | 0 | 9 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.073 | — |
| 2023 | 0.068 | — |
| 2022 | -0.018 | — |
| 2021 | 0.031 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | 0.022 | — | — |
| 2024 | 0.013 | 0.011 | 0.031 | 0.016 |
| 2023 | 0.004 | 0.012 | 0.013 | 0.039 |
| 2022 | -0.011 | -0.035 | 0.005 | 0.024 |
| 2021 | 0.013 | 0.011 | 0.005 | 0.001 |
| 2020 | 0.046 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.065 |
| 3 years | 0.063 |
| 5 years | 0.048 |