Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.037 | 0 | 82 |
| 1 month | 0.017 | 0 | 54 |
| 3 months | 0.139 | 0 | 34 |
| 1 year | 0.034 | 0 | 84 |
| 3 years | 0.137 | 0 | 57 |
| 5 years | 0.114 | 0 | 62 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.138 | — |
| 2023 | 0.303 | — |
| 2022 | -0.179 | — |
| 2021 | 0.062 | — |
| 2020 | 0.368 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.086 | 0.116 | — | — |
| 2024 | 0.148 | 0.015 | -0.058 | 0.038 |
| 2023 | 0.107 | 0.151 | -0.053 | 0.081 |
| 2022 | -0.105 | -0.091 | -0.011 | 0.021 |
| 2021 | 0.018 | 0.003 | 0.046 | -0.006 |
| 2020 | -0.116 | 0.207 | 0.091 | 0.175 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.034 |
| 3 years | 0.137 |
| 5 years | 0.114 |