Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | 5 |
| 1 month | 0.062 | 0 | 10 |
| 3 months | 0.203 | 0 | 2 |
| 1 year | 0.061 | 0 | 73 |
| 3 years | 0.117 | 0 | 45 |
| 5 years | 0.154 | 0 | 42 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.280 | — |
| 2023 | 0.223 | — |
| 2022 | -0.153 | — |
| 2021 | 0.359 | — |
| 2020 | 0.112 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.115 | 0.082 | — | — |
| 2024 | 0.141 | 0.068 | -0.011 | 0.063 |
| 2023 | 0.029 | 0.072 | 0.018 | 0.089 |
| 2022 | -0.014 | -0.124 | -0.014 | -0.006 |
| 2021 | 0.105 | 0.091 | 0.005 | 0.122 |
| 2020 | -0.158 | 0.165 | 0.078 | 0.051 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.061 |
| 3 years | 0.117 |
| 5 years | 0.154 |