Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.011 | 0 | 70 |
| 1 month | 0.036 | 0 | 47 |
| 3 months | 0.125 | 0 | 16 |
| 1 year | 0.093 | 0 | 25 |
| 3 years | 0.100 | 0 | 37 |
| 5 years | 0.110 | 0 | 54 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.237 | — |
| 2023 | 0.243 | — |
| 2022 | -0.185 | — |
| 2021 | 0.188 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.101 | 0.062 | — | — |
| 2024 | 0.102 | 0.024 | 0.007 | 0.088 |
| 2023 | 0.092 | 0.070 | -0.032 | 0.100 |
| 2022 | -0.064 | -0.121 | -0.002 | -0.007 |
| 2021 | 0.054 | 0.022 | 0.006 | 0.097 |
| 2020 | 0.163 | 0.006 | 0.117 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.072 |
| 3 years | 0.093 |
| 5 years | 0.106 |