Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | 22 |
| 1 month | 0.012 | 0 | 9 |
| 3 months | -0.001 | 0 | 21 |
| 1 year | 0.051 | 0 | 28 |
| 3 years | 0.025 | 0 | 43 |
| 5 years | 0.058 | 0 | 24 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.025 | — |
| 2023 | 0.090 | — |
| 2022 | -0.094 | — |
| 2021 | 0.098 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | — | — | — |
| 2024 | 0.007 | 0.007 | 0.046 | -0.034 |
| 2023 | 0.031 | 0.004 | -0.022 | 0.076 |
| 2022 | -0.030 | -0.071 | -0.041 | 0.048 |
| 2021 | -0.009 | 0.056 | 0.001 | 0.049 |
| 2020 | 0.094 | 0.052 | 0.064 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.051 |
| 3 years | 0.025 |
| 5 years | 0.058 |