Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.039 | 0 | 18 |
| 1 month | 0.006 | 0 | 21 |
| 3 months | -0.006 | 0 | 34 |
| 1 year | 0.085 | 0 | 10 |
| 3 years | 0.080 | 0 | 8 |
| 5 years | 0.087 | 0 | 13 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.132 | — |
| 2023 | 0.112 | — |
| 2022 | -0.125 | — |
| 2021 | 0.193 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.032 | — | — | — |
| 2024 | 0.108 | -0.014 | 0.023 | 0.013 |
| 2023 | 0.061 | 0.025 | -0.034 | 0.059 |
| 2022 | -0.080 | -0.052 | -0.014 | 0.016 |
| 2021 | 0.063 | 0.054 | 0.007 | 0.057 |
| 2020 | 0.084 | 0.033 | 0.019 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.063 |
| 3 years | 0.073 |
| 5 years | 0.083 |