Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.147 | 0 | 31 |
| 1 month | 0.015 | 0 | 38 |
| 3 months | 0.045 | 0 | 83 |
| 1 year | 0.190 | 0 | 25 |
| 3 years | 0.174 | 0 | 18 |
| 5 years | 0.103 | 0 | 27 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.141 | — |
| 2023 | 0.238 | — |
| 2022 | -0.100 | — |
| 2021 | 0.084 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.044 | 0.051 | 0.045 | — |
| 2024 | 0.099 | -0.038 | 0.040 | 0.038 |
| 2023 | 0.064 | 0.064 | 0.030 | 0.061 |
| 2022 | -0.074 | -0.065 | 0.040 | -0.001 |
| 2021 | 0.060 | -0.030 | 0.073 | -0.017 |
| 2020 | 0.031 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.190 |
| 3 years | 0.174 |
| 5 years | 0.103 |