Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.085 | 0 | 16 |
| 1 month | 0.012 | 0 | 13 |
| 3 months | 0.010 | 0 | 20 |
| 1 year | 0.067 | 0 | 48 |
| 3 years | 0.081 | 0 | 62 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.063 | — |
| 2023 | 0.161 | — |
| 2022 | -0.132 | — |
| 2021 | 0.221 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.072 | — | — | — |
| 2024 | 0.112 | -0.026 | 0.030 | -0.048 |
| 2023 | 0.106 | 0.014 | -0.057 | 0.099 |
| 2022 | -0.070 | -0.094 | -0.076 | 0.115 |
| 2021 | 0.104 | 0.058 | -0.019 | 0.066 |
| 2020 | -0.005 | 0.101 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.049 |
| 3 years | 0.075 |