Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.032 | 0 | 7 |
| 1 month | 0.016 | 0 | 5 |
| 3 months | 0.024 | 0 | 6 |
| 1 year | 0.088 | 0 | 3 |
| 3 years | 0.010 | 0 | 75 |
| 5 years | -0.008 | 0 | 89 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.017 | — |
| 2023 | 0.030 | — |
| 2022 | -0.130 | — |
| 2021 | -0.022 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | -0.008 | -0.006 | 0.054 | -0.021 |
| 2023 | 0.024 | -0.019 | -0.024 | 0.051 |
| 2022 | -0.057 | -0.069 | -0.040 | 0.032 |
| 2021 | -0.013 | 0.003 | -0.005 | -0.007 |
| 2020 | 0.024 | 0.009 | 0.019 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.000 |
| 5 years | -0.014 |