Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.039 | 0 | — |
| 1 month | -0.021 | 0 | — |
| 3 months | -0.061 | 0 | — |
| 1 year | 0.031 | 0 | — |
| 3 years | 0.048 | 0 | — |
| 5 years | 0.089 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.129 | — |
| 2023 | 0.138 | — |
| 2022 | -0.140 | — |
| 2021 | 0.176 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | — | — | — |
| 2024 | 0.074 | 0.006 | 0.018 | 0.027 |
| 2023 | 0.035 | 0.049 | -0.013 | 0.062 |
| 2022 | -0.038 | -0.107 | -0.033 | 0.035 |
| 2021 | 0.079 | 0.051 | -0.002 | 0.039 |
| 2020 | 0.150 | 0.039 | 0.124 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.031 |
| 3 years | 0.048 |
| 5 years | 0.089 |