Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | 76 |
| 1 month | -0.072 | 0 | 52 |
| 3 months | -0.030 | 0 | 76 |
| 1 year | -0.003 | 0 | 21 |
| 3 years | -0.007 | 0 | 86 |
| 5 years | 0.068 | 0 | 84 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.101 | — |
| 2023 | 0.106 | — |
| 2022 | -0.284 | — |
| 2021 | 0.214 | — |
| 2020 | 0.143 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.030 | — | — | — |
| 2024 | 0.071 | -0.004 | 0.035 | -0.002 |
| 2023 | 0.032 | 0.035 | -0.059 | 0.101 |
| 2022 | -0.136 | -0.170 | -0.094 | 0.102 |
| 2021 | 0.059 | 0.052 | 0.047 | 0.040 |
| 2020 | -0.154 | 0.156 | 0.039 | 0.126 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.003 |
| 3 years | -0.007 |
| 5 years | 0.068 |