Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.045 | 0 | 75 |
| 1 month | 0.007 | 0 | 90 |
| 3 months | 0.027 | 0 | 90 |
| 1 year | 0.078 | 0 | 79 |
| 3 years | 0.083 | 0 | 82 |
| 5 years | 0.039 | 0 | 92 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.106 | — |
| 2023 | 0.092 | — |
| 2022 | -0.143 | — |
| 2021 | 0.053 | — |
| 2020 | 0.143 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | 0.028 | — | — |
| 2024 | 0.033 | 0.003 | 0.059 | 0.009 |
| 2023 | 0.044 | 0.006 | -0.040 | 0.084 |
| 2022 | -0.072 | -0.107 | -0.007 | 0.042 |
| 2021 | -0.012 | 0.035 | -0.003 | 0.032 |
| 2020 | -0.069 | 0.106 | 0.045 | 0.062 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | 0.083 |
| 5 years | 0.039 |