Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.035 | 0 | 63 |
| 1 month | -0.019 | 0 | 73 |
| 3 months | -0.054 | 0 | 65 |
| 1 year | 0.013 | 0 | 80 |
| 3 years | 0.014 | 0 | 75 |
| 5 years | 0.028 | 0 | 75 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.084 | — |
| 2023 | 0.053 | — |
| 2022 | -0.106 | — |
| 2021 | 0.074 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | — | — | — |
| 2024 | 0.049 | 0.009 | 0.012 | 0.012 |
| 2023 | 0.018 | 0.003 | -0.013 | 0.044 |
| 2022 | -0.050 | -0.056 | -0.016 | 0.014 |
| 2021 | 0.018 | 0.032 | 0.000 | 0.023 |
| 2020 | 0.008 | 0.031 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.047 |
| 3 years | -0.007 |
| 5 years | 0.015 |