Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.064 | 0 | 60 |
| 1 month | -0.026 | 0 | 53 |
| 3 months | -0.099 | 0 | 73 |
| 1 year | -0.002 | 0 | 78 |
| 3 years | 0.038 | 0 | 36 |
| 5 years | 0.079 | 0 | 24 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.139 | — |
| 2023 | 0.109 | — |
| 2022 | -0.132 | — |
| 2021 | 0.154 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.039 | — | — | — |
| 2024 | 0.089 | 0.018 | -0.011 | 0.038 |
| 2023 | 0.020 | 0.032 | -0.003 | 0.056 |
| 2022 | -0.057 | -0.083 | 0.007 | -0.003 |
| 2021 | 0.034 | 0.058 | 0.020 | 0.033 |
| 2020 | 0.052 | 0.091 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.002 |
| 3 years | 0.038 |
| 5 years | 0.079 |