Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.043 | 0 | 84 |
| 1 month | -0.008 | 0 | 23 |
| 3 months | 0.015 | 0 | 76 |
| 1 year | 0.032 | 0 | 73 |
| 3 years | 0.090 | 0 | 76 |
| 5 years | 0.092 | 0 | 61 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.070 | — |
| 2023 | 0.114 | — |
| 2022 | -0.114 | — |
| 2021 | 0.257 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | 0.015 | — | — |
| 2024 | 0.078 | 0.003 | 0.033 | -0.042 |
| 2023 | 0.090 | 0.018 | -0.041 | 0.046 |
| 2022 | -0.045 | -0.111 | -0.037 | 0.084 |
| 2021 | 0.095 | 0.053 | 0.017 | 0.073 |
| 2020 | 0.026 | 0.092 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.090 |
| 5 years | 0.092 |