Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 39 |
| 1 month | 0.002 | 0 | 52 |
| 3 months | 0.013 | 0 | 54 |
| 1 year | 0.049 | 0 | 22 |
| 3 years | 0.055 | 0 | 11 |
| 5 years | 0.027 | 0 | 23 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.069 | — |
| 2023 | 0.076 | — |
| 2022 | -0.110 | — |
| 2021 | 0.042 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | 0.013 | — | — |
| 2024 | 0.026 | 0.005 | 0.037 | 0.000 |
| 2023 | 0.020 | 0.009 | -0.013 | 0.059 |
| 2022 | -0.041 | -0.080 | -0.029 | 0.039 |
| 2021 | 0.011 | 0.023 | -0.004 | 0.013 |
| 2020 | 0.079 | 0.013 | 0.045 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.049 |
| 3 years | 0.055 |
| 5 years | 0.027 |