Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.000 | 0 | 82 |
| 1 month | 0.015 | 0 | 51 |
| 3 months | 0.044 | 0 | 57 |
| 1 year | 0.041 | 0 | 60 |
| 3 years | 0.031 | 0 | 79 |
| 5 years | 0.032 | 0 | 70 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.091 | — |
| 2023 | 0.099 | — |
| 2022 | -0.161 | — |
| 2021 | 0.097 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | 0.017 | — | — |
| 2024 | 0.035 | 0.004 | 0.026 | 0.024 |
| 2023 | 0.028 | 0.022 | -0.024 | 0.071 |
| 2022 | -0.053 | -0.084 | -0.027 | -0.007 |
| 2021 | 0.030 | 0.016 | 0.011 | 0.036 |
| 2020 | 0.040 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.041 |
| 3 years | 0.031 |
| 5 years | 0.032 |