Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.037 | 0 | 13 |
| 1 month | 0.038 | 0 | 8 |
| 3 months | 0.018 | 0 | 12 |
| 1 year | 0.129 | 0 | 6 |
| 3 years | 0.077 | 0 | 7 |
| 5 years | 0.074 | 0 | 3 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.138 | — |
| 2023 | -0.015 | — |
| 2022 | 0.080 | — |
| 2021 | 0.065 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | — | — | — |
| 2024 | 0.049 | -0.007 | 0.118 | -0.023 |
| 2023 | -0.120 | 0.034 | -0.023 | 0.108 |
| 2022 | -0.036 | 0.034 | 0.080 | 0.003 |
| 2021 | 0.025 | 0.051 | -0.012 | 0.000 |
| 2020 | 0.062 | 0.016 | 0.022 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.129 |
| 3 years | 0.077 |
| 5 years | 0.074 |