Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.024 | 0 | 55 |
| 1 month | 0.006 | 0 | 65 |
| 3 months | 0.012 | 0 | 76 |
| 1 year | 0.057 | 0 | 93 |
| 3 years | 0.066 | 0 | 73 |
| 5 years | 0.042 | 0 | 55 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.084 | — |
| 2023 | 0.077 | — |
| 2022 | -0.030 | — |
| 2021 | 0.026 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | 0.012 | — | — |
| 2024 | 0.029 | 0.020 | 0.022 | 0.010 |
| 2023 | 0.020 | 0.020 | 0.016 | 0.020 |
| 2022 | -0.013 | -0.031 | -0.002 | 0.015 |
| 2021 | 0.013 | 0.006 | 0.007 | 0.000 |
| 2020 | 0.050 | 0.020 | 0.010 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.057 |
| 3 years | 0.066 |
| 5 years | 0.042 |