Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.076 | 0 | 3 |
| 1 month | -0.002 | 0 | 1 |
| 3 months | -0.089 | 0 | 1 |
| 1 year | 0.038 | 0 | 2 |
| 3 years | 0.068 | 0 | 5 |
| 5 years | 0.115 | 0 | 19 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.187 | — |
| 2023 | 0.226 | — |
| 2022 | -0.228 | — |
| 2021 | 0.300 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.074 | — | — | — |
| 2024 | 0.111 | 0.026 | 0.034 | 0.006 |
| 2023 | 0.070 | 0.075 | -0.035 | 0.105 |
| 2022 | -0.063 | -0.167 | -0.071 | 0.065 |
| 2021 | 0.069 | 0.085 | 0.006 | 0.115 |
| 2020 | 0.074 | 0.114 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.033 |
| 3 years | 0.044 |
| 5 years | 0.101 |