Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.020 | 0 | 55 |
| 1 month | 0.002 | 0 | 52 |
| 3 months | 0.011 | 0 | 60 |
| 1 year | 0.090 | 0 | 17 |
| 3 years | 0.040 | 0 | 36 |
| 5 years | 0.040 | 0 | 21 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.067 | — |
| 2023 | 0.088 | — |
| 2022 | -0.120 | — |
| 2021 | 0.024 | — |
| 2020 | 0.050 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | — | — | — |
| 2024 | 0.013 | 0.011 | 0.044 | -0.001 |
| 2023 | 0.024 | 0.011 | -0.006 | 0.056 |
| 2022 | -0.048 | -0.068 | -0.033 | 0.025 |
| 2021 | 0.003 | 0.018 | 0.006 | -0.003 |
| 2020 | -0.116 | 0.096 | 0.040 | 0.042 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.068 |
| 3 years | 0.033 |
| 5 years | 0.036 |