Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.205 | 0.087 | 28 |
| 1 month | 0.040 | 0.012 | 12 |
| 3 months | 0.137 | 0.055 | 5 |
| 1 year | 0.199 | 0.418 | 18 |
| 3 years | 0.126 | 0.115 | 35 |
| 5 years | 0.034 | 0.122 | 77 |
| 10 years | 0.066 | 0.044 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.130 | — |
| 2023 | 0.066 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | 0.132 | — | — |
| 2024 | 0.059 | 0.051 | 0.064 | -0.046 |
| 2023 | 0.027 | 0 | -0.039 | 0.081 |
| 2022 | -0.137 | 0.115 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.199 |
| 3 years | 0.126 |
| 5 years | 0.034 |
| 10 years | 0.066 |