Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | 0 | 7 |
| 1 month | 0.017 | 0 | 5 |
| 3 months | 0.029 | 0 | 5 |
| 1 year | 0.032 | 0 | 98 |
| 3 years | -0.057 | 0 | 100 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.072 | — |
| 2023 | -0.048 | — |
| 2022 | -0.163 | — |
| 2021 | -0.090 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.019 | — | — | — |
| 2024 | -0.043 | -0.019 | 0.036 | -0.046 |
| 2023 | 0.015 | -0.076 | -0.036 | 0.054 |
| 2022 | -0.065 | -0.042 | -0.041 | -0.025 |
| 2021 | -0.046 | 0.008 | -0.040 | -0.014 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | -0.067 |