Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | 40 |
| 1 month | 0.001 | 0 | 39 |
| 3 months | 0.009 | 0 | 48 |
| 1 year | 0.090 | 0 | 29 |
| 3 years | 0.046 | 0 | 59 |
| 5 years | 0.023 | 0 | 67 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.057 | — |
| 2023 | 0.096 | — |
| 2022 | -0.173 | — |
| 2021 | -0.026 | — |
| 2020 | 0.054 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.021 | — | — | — |
| 2024 | 0.014 | 0.003 | 0.064 | -0.023 |
| 2023 | 0.018 | 0.016 | -0.029 | 0.091 |
| 2022 | -0.098 | -0.107 | -0.047 | 0.077 |
| 2021 | -0.049 | 0.040 | -0.011 | -0.004 |
| 2020 | -0.118 | 0.112 | 0.024 | 0.049 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.057 |
| 3 years | 0.035 |
| 5 years | 0.017 |