Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.042 | 0 | — |
| 1 month | 0.019 | 0 | — |
| 3 months | 0.035 | 0 | — |
| 1 year | 0.109 | 0 | — |
| 3 years | 0.080 | 0 | — |
| 5 years | 0.069 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.091 | — |
| 2023 | 0.075 | — |
| 2022 | 0.033 | — |
| 2021 | 0.037 | — |
| 2020 | 0.088 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.023 | — | — | — |
| 2024 | 0.023 | 0.019 | 0.030 | 0.015 |
| 2023 | 0.017 | 0.028 | 0.013 | 0.016 |
| 2022 | 0.006 | -0.018 | 0.025 | 0.020 |
| 2021 | -0.011 | 0.019 | 0.025 | 0.004 |
| 2020 | -0.008 | 0.057 | -0.001 | 0.038 |
| 2019 | 0.061 | 0.031 | 0.020 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.109 |
| 3 years | 0.080 |
| 5 years | 0.069 |