Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | 46 |
| 1 month | 0.014 | 0 | 55 |
| 3 months | 0.039 | 0 | 32 |
| 1 year | 0.076 | 0 | 21 |
| 3 years | 0.075 | 0 | 16 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.108 | — |
| 2023 | 0.089 | — |
| 2022 | -0.119 | — |
| 2021 | 0.071 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | 0.039 | — | — |
| 2024 | 0.048 | 0.014 | 0.026 | 0.017 |
| 2023 | 0.021 | 0.012 | -0.008 | 0.062 |
| 2022 | -0.033 | -0.088 | -0.034 | 0.034 |
| 2021 | 0.011 | 0.035 | -0.002 | 0.025 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.076 |
| 3 years | 0.075 |