Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.077 | 0 | 39 |
| 1 month | -0.070 | 0 | 39 |
| 3 months | -0.077 | 0 | 39 |
| 1 year | 0.044 | 0 | 34 |
| 3 years | 0.062 | 0 | 46 |
| 5 years | 0.147 | 0 | 51 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.302 | — |
| 2023 | 0.243 | — |
| 2022 | -0.258 | — |
| 2021 | 0.146 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.077 | — | — | — |
| 2024 | 0.151 | 0.044 | 0.049 | 0.033 |
| 2023 | 0.095 | 0.083 | -0.076 | 0.134 |
| 2022 | -0.075 | -0.229 | -0.031 | 0.074 |
| 2021 | 0.033 | 0.059 | -0.036 | 0.087 |
| 2020 | 0.227 | 0.111 | 0.148 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.062 |
| 5 years | 0.147 |