Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 33 |
| 1 month | 0.001 | 0 | 50 |
| 3 months | 0.019 | 0 | 80 |
| 1 year | 0.063 | 0 | 54 |
| 3 years | 0.058 | 0 | 88 |
| 5 years | 0.079 | 0 | 78 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.169 | — |
| 2023 | 0.069 | — |
| 2022 | -0.072 | — |
| 2021 | 0.226 | — |
| 2020 | -0.030 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | -0.024 | — | — |
| 2024 | 0.071 | 0.001 | 0.042 | 0.047 |
| 2023 | 0.012 | 0.017 | -0.002 | 0.042 |
| 2022 | -0.009 | -0.036 | -0.020 | -0.009 |
| 2021 | 0.049 | 0.052 | 0.012 | 0.097 |
| 2020 | -0.139 | 0.104 | 0.010 | 0.010 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.009 |
| 3 years | 0.040 |
| 5 years | 0.068 |