Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.039 | 0 | 43 |
| 1 month | 0.010 | 0 | 71 |
| 3 months | 0.025 | 0 | 30 |
| 1 year | 0.077 | 0 | 39 |
| 3 years | 0.068 | 0 | 24 |
| 5 years | 0.044 | 0 | 12 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.075 | — |
| 2023 | 0.083 | — |
| 2022 | -0.046 | — |
| 2021 | 0.034 | — |
| 2020 | 0.060 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | 0.025 | — | — |
| 2024 | 0.025 | 0.012 | 0.028 | 0.009 |
| 2023 | 0.008 | -0.002 | 0.037 | 0.039 |
| 2022 | -0.020 | -0.033 | -0.028 | 0.036 |
| 2021 | 0.013 | 0.013 | 0.008 | -0.002 |
| 2020 | -0.021 | 0.039 | 0.015 | 0.027 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.077 |
| 3 years | 0.068 |
| 5 years | 0.044 |