Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.002 | 0 | 5 |
| 1 month | -0.014 | 0 | 23 |
| 3 months | -0.025 | 0 | 11 |
| 1 year | 0.091 | 0 | 25 |
| 3 years | 0.067 | 0 | 14 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.115 | — |
| 2023 | 0.097 | — |
| 2022 | -0.123 | — |
| 2021 | 0.052 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.044 | 0.009 | 0.047 | 0.012 |
| 2023 | 0.039 | 0.008 | -0.031 | 0.080 |
| 2022 | -0.070 | -0.089 | -0.012 | 0.047 |
| 2021 | -0.018 | 0.036 | 0.002 | 0.032 |
| 2020 | 0.033 | 0.039 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.091 |
| 3 years | 0.067 |