Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.085 | 0 | 45 |
| 1 month | 0.011 | 0 | 10 |
| 3 months | 0.050 | 0 | 1 |
| 1 year | 0.141 | 0 | 34 |
| 3 years | 0.091 | 0 | 23 |
| 5 years | 0.071 | 0 | 34 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.092 | — |
| 2023 | 0.091 | — |
| 2022 | -0.044 | — |
| 2021 | 0.081 | — |
| 2020 | 0.134 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.040 | 0.032 | — | — |
| 2024 | 0.018 | 0.014 | 0.069 | -0.010 |
| 2023 | 0.039 | 0.011 | -0.032 | 0.073 |
| 2022 | -0.024 | -0.049 | -0.029 | 0.062 |
| 2021 | 0.001 | 0.028 | 0.018 | 0.032 |
| 2020 | -0.024 | 0.087 | 0.029 | 0.039 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.141 |
| 3 years | 0.091 |
| 5 years | 0.071 |