Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.071 | 0 | 29 |
| 1 month | 0.003 | 0 | 12 |
| 3 months | 0.009 | 0 | 36 |
| 1 year | 0.114 | 0 | 37 |
| 3 years | 0.114 | 0 | 18 |
| 5 years | 0.098 | 0 | 6 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.112 | — |
| 2023 | 0.136 | — |
| 2022 | -0.093 | — |
| 2021 | 0.089 | — |
| 2020 | 0.046 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.068 | — | — | — |
| 2024 | 0.081 | 0.005 | 0.054 | -0.029 |
| 2023 | 0.080 | 0.004 | -0.024 | 0.073 |
| 2022 | -0.072 | -0.119 | -0.038 | 0.153 |
| 2021 | 0.018 | 0.033 | 0.015 | 0.020 |
| 2020 | -0.156 | 0.097 | 0.024 | 0.103 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.114 |
| 3 years | 0.114 |
| 5 years | 0.098 |