Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.062 | 0 | 44 |
| 1 month | 0.022 | 0 | 39 |
| 3 months | 0.113 | 0 | 41 |
| 1 year | 0.097 | 0 | 67 |
| 3 years | 0.126 | 0 | 67 |
| 5 years | 0.122 | 0 | 27 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.172 | — |
| 2023 | 0.151 | — |
| 2022 | -0.111 | — |
| 2021 | 0.200 | — |
| 2020 | 0.032 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | 0.054 | — | — |
| 2024 | 0.086 | 0.009 | 0.056 | 0.013 |
| 2023 | 0.046 | 0.031 | -0.012 | 0.082 |
| 2022 | -0.044 | -0.121 | -0.032 | 0.093 |
| 2021 | 0.082 | 0.051 | -0.004 | 0.059 |
| 2020 | -0.255 | 0.163 | 0.044 | 0.141 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.097 |
| 3 years | 0.126 |
| 5 years | 0.122 |