Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.027 | 0 | 24 |
| 1 month | -0.026 | 0 | 71 |
| 3 months | -0.062 | 0 | 24 |
| 1 year | 0.012 | 0 | 60 |
| 3 years | 0.044 | 0 | 40 |
| 5 years | 0.076 | 0 | 46 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.092 | — |
| 2023 | 0.090 | — |
| 2022 | -0.063 | — |
| 2021 | 0.113 | — |
| 2020 | 0.047 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | — | — | — |
| 2024 | 0.053 | 0.010 | 0.013 | 0.013 |
| 2023 | 0.031 | 0.006 | 0.002 | 0.049 |
| 2022 | -0.022 | -0.069 | -0.006 | 0.035 |
| 2021 | 0.027 | 0.048 | 0.011 | 0.023 |
| 2020 | -0.184 | 0.137 | 0.026 | 0.099 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.012 |
| 3 years | 0.044 |
| 5 years | 0.076 |