Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.053 | -0.012 | 28 |
| 1 month | 0.013 | 0.007 | 24 |
| 3 months | 0.028 | 0.018 | 16 |
| 1 year | 0.036 | 0.008 | 29 |
| 3 years | 0.034 | 0.053 | 35 |
| 5 years | -0.002 | 0.030 | 24 |
| 10 years | 0.019 | 0.033 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.019 | — |
| 2023 | 0.059 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.026 | 0.015 | — | — |
| 2024 | -0.007 | 0.003 | 0.055 | -0.030 |
| 2023 | 0.034 | -0.012 | -0.034 | 0.072 |
| 2022 | -0.047 | 0.016 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.036 |
| 3 years | 0.034 |
| 5 years | -0.002 |
| 10 years | 0.019 |