Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.002 | 0 | 20 |
| 1 month | -0.013 | 0 | 54 |
| 3 months | -0.019 | 0 | 18 |
| 1 year | 0.080 | 0 | 78 |
| 3 years | 0.047 | 0 | 63 |
| 5 years | 0.055 | 0 | 59 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.097 | — |
| 2023 | 0.075 | — |
| 2022 | -0.093 | — |
| 2021 | 0.116 | — |
| 2020 | 0.045 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.046 | -0.004 | 0.054 | -0.001 |
| 2023 | 0.031 | 0.018 | -0.039 | 0.067 |
| 2022 | -0.026 | -0.089 | -0.014 | 0.036 |
| 2021 | 0.020 | 0.044 | -0.001 | 0.049 |
| 2020 | -0.089 | 0.071 | 0.031 | 0.038 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.080 |
| 3 years | 0.047 |
| 5 years | 0.055 |