Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.072 | 0 | 69 |
| 1 month | -0.004 | 0 | 76 |
| 3 months | 0.091 | 0 | 70 |
| 1 year | 0.079 | 0 | 71 |
| 3 years | 0.085 | 0 | 82 |
| 5 years | 0.058 | 0 | 80 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.063 | — |
| 2023 | 0.216 | — |
| 2022 | -0.308 | — |
| 2021 | 0.145 | — |
| 2020 | 0.370 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.038 | 0.119 | — | — |
| 2024 | 0.067 | -0.035 | 0.052 | -0.019 |
| 2023 | 0.077 | 0.055 | -0.087 | 0.172 |
| 2022 | -0.153 | -0.203 | -0.059 | 0.089 |
| 2021 | -0.009 | 0.098 | 0.009 | 0.044 |
| 2020 | -0.156 | 0.278 | 0.096 | 0.158 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.079 |
| 3 years | 0.085 |
| 5 years | 0.058 |