Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.055 | 0 | — |
| 1 month | 0.029 | 0 | — |
| 3 months | 0.052 | 0 | — |
| 1 year | 0.153 | 0 | — |
| 3 years | 0.134 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.182 | — |
| 2023 | 0.111 | — |
| 2022 | -0.097 | — |
| 2021 | 0.135 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | 0.052 | — | — |
| 2024 | 0.059 | 0.021 | 0.063 | 0.028 |
| 2023 | 0.040 | 0.013 | -0.020 | 0.076 |
| 2022 | -0.046 | -0.100 | -0.007 | 0.059 |
| 2021 | 0.023 | 0.051 | 0.009 | 0.047 |
| 2020 | 0.077 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.153 |
| 3 years | 0.134 |