Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | 78 |
| 1 month | 0.018 | 0 | 13 |
| 3 months | -0.001 | 0 | 55 |
| 1 year | -0.013 | 0 | 86 |
| 3 years | 0.084 | 0 | 58 |
| 5 years | 0.061 | 0 | 55 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.068 | — |
| 2023 | 0.097 | — |
| 2022 | -0.147 | — |
| 2021 | 0.178 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.040 | -0.002 | — | — |
| 2024 | 0.129 | 0.025 | -0.028 | -0.051 |
| 2023 | 0.102 | 0.006 | -0.032 | 0.022 |
| 2022 | -0.085 | -0.097 | -0.096 | 0.142 |
| 2021 | 0.108 | 0.040 | -0.002 | 0.024 |
| 2020 | 0.024 | 0.102 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.081 |
| 3 years | 0.060 |
| 5 years | 0.047 |