Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.050 | 0 | 33 |
| 1 month | -0.002 | 0 | 35 |
| 3 months | -0.027 | 0 | 64 |
| 1 year | 0.027 | 0 | 68 |
| 3 years | 0.019 | 0 | 94 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.018 | — |
| 2023 | 0.103 | — |
| 2022 | -0.194 | — |
| 2021 | 0.162 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.052 | — | — | — |
| 2024 | 0.064 | -0.005 | 0.006 | -0.044 |
| 2023 | 0.080 | 0.025 | -0.041 | 0.038 |
| 2022 | -0.084 | -0.116 | -0.076 | 0.076 |
| 2021 | 0.069 | 0.070 | -0.006 | 0.020 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.021 |
| 3 years | 0.003 |