Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.180 | 0 | 2 |
| 1 month | 0.042 | 0 | 21 |
| 3 months | 0.123 | 0 | 24 |
| 1 year | 0.210 | 0 | 4 |
| 3 years | 0.122 | 0 | 9 |
| 5 years | 0.164 | 0 | 10 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.102 | — |
| 2023 | 0.138 | — |
| 2022 | -0.089 | — |
| 2021 | 0.289 | — |
| 2020 | -0.012 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.066 | 0.062 | — | — |
| 2024 | 0.046 | 0 | 0.034 | 0.019 |
| 2023 | 0.067 | 0.028 | 0.005 | 0.033 |
| 2022 | -0.014 | -0.082 | -0.079 | 0.094 |
| 2021 | 0.187 | 0.041 | 0.009 | 0.034 |
| 2020 | -0.275 | 0.144 | -0.012 | 0.206 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.210 |
| 3 years | 0.122 |
| 5 years | 0.164 |