Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.075 | 0 | 97 |
| 1 month | -0.020 | 0 | 74 |
| 3 months | -0.090 | 0 | 97 |
| 1 year | 0.025 | 0 | 62 |
| 3 years | 0.010 | 0 | 82 |
| 5 years | 0.025 | 0 | 81 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.113 | — |
| 2023 | 0.081 | — |
| 2022 | -0.141 | — |
| 2021 | 0.088 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.056 | — | — | — |
| 2024 | 0.022 | 0.022 | 0.035 | 0.030 |
| 2023 | 0.019 | 0.016 | -0.024 | 0.070 |
| 2022 | -0.059 | -0.074 | -0.031 | 0.017 |
| 2021 | 0.017 | 0.026 | 0.009 | 0.033 |
| 2020 | 0.066 | 0.021 | 0.047 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | 0.010 |
| 5 years | 0.025 |