Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.043 | 0 | 72 |
| 1 month | -0.013 | 0 | 26 |
| 3 months | -0.009 | 0 | 13 |
| 1 year | 0.091 | 0 | 43 |
| 3 years | 0.041 | 0 | 7 |
| 5 years | 0.069 | 0 | 32 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.092 | — |
| 2023 | 0.073 | — |
| 2022 | -0.108 | — |
| 2021 | 0.145 | — |
| 2020 | 0.017 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.056 | — | — | — |
| 2024 | 0.067 | 0.025 | 0.024 | -0.025 |
| 2023 | 0.059 | 0.016 | -0.023 | 0.021 |
| 2022 | -0.039 | -0.091 | -0.036 | 0.061 |
| 2021 | 0.051 | 0.063 | -0.039 | 0.066 |
| 2020 | -0.136 | 0.101 | 0.025 | 0.043 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.058 |
| 3 years | 0.031 |
| 5 years | 0.063 |