Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.036 | 0 | 86 |
| 1 month | -0.026 | 0 | 63 |
| 3 months | -0.058 | 0 | 46 |
| 1 year | 0.067 | 0 | 93 |
| 3 years | 0.052 | 0 | 92 |
| 5 years | 0.107 | 0 | 54 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.134 | — |
| 2023 | 0.068 | — |
| 2022 | -0.005 | — |
| 2021 | 0.196 | — |
| 2020 | 0.016 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.011 | — | — | — |
| 2024 | 0.062 | -0.028 | 0.082 | 0.015 |
| 2023 | 0.030 | 0.005 | -0.043 | 0.078 |
| 2022 | 0.028 | -0.088 | -0.017 | 0.079 |
| 2021 | 0.090 | 0.055 | -0.008 | 0.049 |
| 2020 | -0.197 | 0.070 | 0.045 | 0.132 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.052 |
| 5 years | 0.107 |