Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.096 | 0 | 10 |
| 1 month | 0.044 | 0 | 22 |
| 3 months | 0.096 | 0 | 10 |
| 1 year | 0.171 | 0 | 10 |
| 3 years | 0.038 | 0 | 14 |
| 5 years | 0.087 | 0 | 40 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.111 | — |
| 2023 | 0.029 | — |
| 2022 | -0.100 | — |
| 2021 | 0.124 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.096 | — | — | — |
| 2024 | 0.040 | -0.004 | 0.138 | -0.058 |
| 2023 | 0.005 | 0.000 | -0.062 | 0.091 |
| 2022 | 0.007 | -0.101 | -0.097 | 0.099 |
| 2021 | 0.039 | 0.050 | 0.003 | 0.028 |
| 2020 | 0.055 | 0.023 | 0.112 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.136 |
| 3 years | 0.028 |
| 5 years | 0.081 |