Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.050 | 0 | 12 |
| 1 month | -0.004 | 0 | 23 |
| 3 months | 0.026 | 0 | 12 |
| 1 year | 0.129 | 0 | 89 |
| 3 years | 0.071 | 0 | 67 |
| 5 years | 0.063 | 0 | 89 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.072 | — |
| 2023 | 0.091 | — |
| 2022 | -0.052 | — |
| 2021 | 0.050 | — |
| 2020 | 0.118 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.054 | — | — | — |
| 2024 | 0.015 | 0.009 | 0.064 | -0.016 |
| 2023 | 0.026 | 0.016 | -0.020 | 0.068 |
| 2022 | -0.025 | -0.041 | -0.033 | 0.049 |
| 2021 | -0.007 | 0.021 | 0.010 | 0.025 |
| 2020 | -0.022 | 0.077 | 0.018 | 0.043 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.129 |
| 3 years | 0.071 |
| 5 years | 0.063 |