Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.047 | 0 | 4 |
| 1 month | 0.008 | 0 | 20 |
| 3 months | 0.003 | 0 | 7 |
| 1 year | 0.127 | 0 | 10 |
| 3 years | 0.137 | 0 | 12 |
| 5 years | 0.115 | 0 | 16 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.135 | — |
| 2023 | 0.231 | — |
| 2022 | -0.101 | — |
| 2021 | 0.085 | — |
| 2020 | 0.100 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.039 | — | — | — |
| 2024 | 0.094 | -0.040 | 0.041 | 0.038 |
| 2023 | 0.059 | 0.064 | 0.030 | 0.061 |
| 2022 | -0.074 | -0.065 | 0.040 | -0.001 |
| 2021 | 0.061 | -0.031 | 0.074 | -0.017 |
| 2020 | -0.145 | 0.141 | 0.093 | 0.032 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.069 |
| 3 years | 0.117 |
| 5 years | 0.103 |