Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.024 | 0 | 23 |
| 1 month | -0.019 | 0 | 35 |
| 3 months | -0.050 | 0 | 21 |
| 1 year | -0.001 | 0 | 76 |
| 3 years | 0.021 | 0 | 73 |
| 5 years | 0.046 | 0 | 81 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.057 | — |
| 2023 | 0.064 | — |
| 2022 | -0.073 | — |
| 2021 | 0.069 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | — | — | — |
| 2024 | 0.039 | 0.003 | 0.011 | 0.003 |
| 2023 | 0.021 | 0.000 | 0.000 | 0.042 |
| 2022 | -0.021 | -0.062 | -0.013 | 0.023 |
| 2021 | 0.014 | 0.035 | 0.005 | 0.014 |
| 2020 | 0.120 | 0.019 | 0.076 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.001 |
| 3 years | 0.021 |
| 5 years | 0.046 |