Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.011 | 0 | 21 |
| 1 month | -0.040 | 0 | 73 |
| 3 months | -0.066 | 0 | 40 |
| 1 year | 0.086 | 0 | 14 |
| 3 years | 0.092 | 0 | 10 |
| 5 years | 0.159 | 0 | 4 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.145 | — |
| 2023 | 0.162 | — |
| 2022 | -0.082 | — |
| 2021 | 0.313 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.030 | — | — | — |
| 2024 | 0.083 | -0.004 | 0.070 | -0.008 |
| 2023 | 0.009 | 0.054 | -0.007 | 0.099 |
| 2022 | 0.007 | -0.130 | -0.066 | 0.121 |
| 2021 | 0.158 | 0.086 | -0.012 | 0.056 |
| 2020 | 0.201 | 0.042 | 0.203 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.086 |
| 3 years | 0.092 |
| 5 years | 0.159 |