Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.043 | 0 | 72 |
| 1 month | 0.010 | 0 | 33 |
| 3 months | 0.015 | 0 | 67 |
| 1 year | 0.019 | 0 | 57 |
| 3 years | 0.034 | 0 | 88 |
| 5 years | 0.064 | 0 | 73 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.125 | — |
| 2023 | 0.063 | — |
| 2022 | -0.118 | — |
| 2021 | 0.211 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.056 | 0.015 | — | — |
| 2024 | 0.006 | 0.050 | 0.013 | 0.051 |
| 2023 | 0.019 | -0.006 | -0.021 | 0.072 |
| 2022 | -0.017 | -0.072 | -0.070 | 0.039 |
| 2021 | 0.068 | 0.040 | 0.016 | 0.074 |
| 2020 | 0.126 | -0.002 | 0.117 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.011 |
| 3 years | 0.024 |
| 5 years | 0.058 |