Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.166 | 0 | 2 |
| 1 month | 0.078 | 0 | 1 |
| 3 months | 0.078 | 0 | 5 |
| 1 year | 0.179 | 0 | 2 |
| 3 years | 0.173 | 0 | 2 |
| 5 years | 0.074 | 0 | 44 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.079 | — |
| 2023 | 0.231 | — |
| 2022 | -0.232 | — |
| 2021 | 0.137 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.051 | 0.140 | 0.078 | — |
| 2024 | 0.057 | 0.010 | 0 | 0.011 |
| 2023 | 0.125 | 0.038 | -0.053 | 0.113 |
| 2022 | -0.090 | -0.140 | -0.058 | 0.042 |
| 2021 | 0.061 | 0.047 | -0.018 | 0.043 |
| 2020 | 0.055 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.179 |
| 3 years | 0.173 |
| 5 years | 0.074 |