Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.004 | 0 | 3 |
| 1 month | -0.011 | 0 | 12 |
| 3 months | -0.021 | 0 | 7 |
| 1 year | 0.100 | 0 | 14 |
| 3 years | 0.058 | 0 | 28 |
| 5 years | 0.044 | 0 | 82 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.105 | — |
| 2023 | 0.092 | — |
| 2022 | -0.115 | — |
| 2021 | 0.058 | — |
| 2020 | 0.080 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | — | — | — |
| 2024 | 0.029 | 0.009 | 0.054 | 0.010 |
| 2023 | 0.043 | 0.004 | -0.033 | 0.079 |
| 2022 | -0.056 | -0.090 | -0.007 | 0.037 |
| 2021 | -0.008 | 0.034 | -0.001 | 0.033 |
| 2020 | -0.061 | 0.083 | 0.021 | 0.040 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.100 |
| 3 years | 0.058 |
| 5 years | 0.044 |