Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.035 | 0 | 57 |
| 1 month | 0.025 | 0 | 14 |
| 3 months | 0.016 | 0 | 64 |
| 1 year | 0.130 | 0 | 7 |
| 3 years | 0.052 | 0 | 23 |
| 5 years | 0.027 | 0 | 89 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.164 | — |
| 2023 | 0.048 | — |
| 2022 | -0.308 | — |
| 2021 | -0.203 | — |
| 2020 | 0.563 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.024 | 0.050 | 0.155 | -0.063 |
| 2023 | 0.055 | -0.023 | -0.016 | 0.033 |
| 2022 | -0.188 | -0.182 | -0.022 | 0.066 |
| 2021 | -0.030 | 0.022 | -0.154 | -0.050 |
| 2020 | -0.121 | 0.293 | 0.188 | 0.158 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.076 |
| 3 years | 0.038 |
| 5 years | 0.018 |