Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.006 | 0 | 54 |
| 1 month | 0.006 | 0 | 7 |
| 3 months | 0.001 | 0 | 47 |
| 1 year | 0.069 | 0 | 38 |
| 3 years | 0.045 | 0 | 58 |
| 5 years | 0.035 | 0 | 71 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.083 | — |
| 2023 | 0.089 | — |
| 2022 | -0.111 | — |
| 2021 | 0.019 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | — | — | — |
| 2024 | 0.019 | 0.009 | 0.032 | 0.020 |
| 2023 | 0.005 | 0.012 | 0.011 | 0.059 |
| 2022 | -0.049 | -0.107 | -0.009 | 0.056 |
| 2021 | 0.006 | 0.011 | 0.007 | -0.005 |
| 2020 | 0.085 | 0.024 | 0.047 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.069 |
| 3 years | 0.045 |
| 5 years | 0.035 |