Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.133 | 0.070 | 65 |
| 1 month | 0.021 | 0.004 | 52 |
| 3 months | 0.001 | 0.068 | 81 |
| 1 year | 0.044 | 0.345 | 71 |
| 3 years | 0.116 | 0.138 | 69 |
| 5 years | 0.044 | 0.138 | 62 |
| 10 years | 0.063 | 0.082 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.035 | — |
| 2023 | 0.137 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.022 | 0.125 | — | — |
| 2024 | 0.072 | -0.019 | 0.069 | -0.079 |
| 2023 | 0.109 | 0.028 | -0.102 | 0.110 |
| 2022 | -0.095 | 0.160 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.116 |
| 5 years | 0.044 |
| 10 years | 0.063 |