Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 6 |
| 1 month | -0.043 | 0 | 81 |
| 3 months | -0.024 | 0 | 3 |
| 1 year | 0.144 | 0 | 4 |
| 3 years | 0.081 | 0 | 46 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.175 | — |
| 2023 | 0.047 | — |
| 2022 | -0.048 | — |
| 2021 | 0.148 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.060 | — | — | — |
| 2024 | 0.064 | 0.002 | 0.077 | 0.023 |
| 2023 | 0.021 | -0.009 | -0.005 | 0.040 |
| 2022 | -0.050 | -0.064 | -0.011 | 0.083 |
| 2021 | 0.000 | 0.050 | 0.021 | 0.070 |
| 2020 | 0.022 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.144 |
| 3 years | 0.081 |