Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.012 | 0 | 47 |
| 1 month | -0.018 | 0 | 61 |
| 3 months | -0.032 | 0 | 36 |
| 1 year | 0.039 | 0 | 22 |
| 3 years | 0.017 | 0 | 26 |
| 5 years | 0.036 | 0 | 22 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.090 | — |
| 2023 | 0.056 | — |
| 2022 | -0.124 | — |
| 2021 | 0.096 | — |
| 2020 | 0.030 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | — | — | — |
| 2024 | 0.051 | 0.013 | 0.015 | 0.009 |
| 2023 | 0.026 | 0.016 | -0.011 | 0.023 |
| 2022 | -0.039 | -0.075 | -0.031 | 0.016 |
| 2021 | 0.040 | 0.031 | -0.006 | 0.029 |
| 2020 | -0.090 | 0.069 | 0.024 | 0.034 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.032 |
| 3 years | -0.007 |
| 5 years | 0.022 |