Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.057 | 0 | 17 |
| 1 month | 0.012 | 0 | 52 |
| 3 months | 0.031 | 0 | 29 |
| 1 year | 0.064 | 0 | 64 |
| 3 years | 0.030 | 0 | 57 |
| 5 years | 0.031 | 0 | 86 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.086 | — |
| 2023 | 0.114 | — |
| 2022 | -0.306 | — |
| 2021 | -0.011 | — |
| 2020 | 0.175 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.044 | — | — | — |
| 2024 | 0.048 | 0.076 | 0.021 | -0.056 |
| 2023 | 0.066 | 0.022 | -0.049 | 0.074 |
| 2022 | -0.106 | -0.171 | -0.125 | 0.070 |
| 2021 | 0.047 | 0.032 | -0.102 | 0.018 |
| 2020 | -0.199 | 0.185 | 0.089 | 0.138 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.011 |
| 3 years | 0.012 |
| 5 years | 0.020 |