Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | 27 |
| 1 month | 0.005 | 0 | 36 |
| 3 months | 0.021 | 0 | 21 |
| 1 year | 0.059 | 0 | 39 |
| 3 years | 0.021 | 0 | 37 |
| 5 years | 0.016 | 0 | 81 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.022 | — |
| 2023 | 0.042 | — |
| 2022 | -0.078 | — |
| 2021 | 0.000 | — |
| 2020 | 0.061 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | — | — | — |
| 2024 | 0.000 | 0.003 | 0.037 | -0.018 |
| 2023 | 0.019 | 0.001 | -0.017 | 0.039 |
| 2022 | -0.041 | -0.030 | -0.022 | 0.013 |
| 2021 | -0.012 | 0.013 | 0.001 | -0.002 |
| 2020 | -0.058 | 0.079 | 0.027 | 0.016 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.027 |
| 3 years | 0.011 |
| 5 years | 0.010 |