Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | — |
| 1 month | 0.002 | 0 | — |
| 3 months | 0.016 | 0 | — |
| 1 year | 0.127 | 0 | — |
| 3 years | 0.094 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.164 | — |
| 2023 | 0.152 | — |
| 2022 | -0.066 | — |
| 2021 | 0.063 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | — | — | — |
| 2024 | 0.047 | 0.015 | 0.056 | 0.037 |
| 2023 | 0.027 | 0.040 | 0.033 | 0.044 |
| 2022 | -0.023 | -0.026 | -0.064 | 0.048 |
| 2021 | 0.016 | 0.020 | 0.020 | 0.005 |
| 2020 | 0.033 | 0.032 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.070 |
| 3 years | 0.076 |