Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.051 | 0 | 9 |
| 1 month | -0.005 | 0 | 16 |
| 3 months | -0.003 | 0 | 8 |
| 1 year | 0.148 | 0 | 4 |
| 3 years | 0.116 | 0 | 3 |
| 5 years | 0.117 | 0 | 19 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.157 | — |
| 2023 | 0.120 | — |
| 2022 | 0.003 | — |
| 2021 | 0.128 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.056 | — | — | — |
| 2024 | 0.085 | 0.007 | 0.040 | 0.018 |
| 2023 | 0.054 | 0.008 | 0.008 | 0.045 |
| 2022 | -0.017 | -0.039 | 0.023 | 0.038 |
| 2021 | 0.031 | 0.028 | 0.001 | 0.063 |
| 2020 | 0.132 | -0.005 | 0.051 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.148 |
| 3 years | 0.116 |
| 5 years | 0.117 |