Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.056 | 0 | — |
1 month | -0.002 | 0 | — |
3 months | -0.083 | 0 | — |
1 year | 0.049 | 0 | — |
3 years | 0.097 | 0 | — |
5 years | 0.097 | 0 | — |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.214 | — |
2023 | 0.193 | — |
2022 | -0.080 | — |
2021 | 0.164 | — |
2020 | 0.090 | — |
2019 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.054 | — | — | — |
2024 | 0.090 | 0.025 | 0.039 | 0.045 |
2023 | 0.090 | 0.057 | -0.016 | 0.052 |
2022 | -0.035 | -0.056 | 0.003 | 0.007 |
2021 | 0.035 | 0.054 | 0.021 | 0.046 |
2020 | -0.056 | 0.074 | 0.045 | 0.030 |
2019 | 0.045 | 0.033 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.049 |
3 years | 0.097 |
5 years | 0.097 |