Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.055 | 0 | 45 |
| 1 month | 0.008 | 0 | 29 |
| 3 months | 0.037 | 0 | 40 |
| 1 year | 0.053 | 0 | 75 |
| 3 years | 0.032 | 0 | 89 |
| 5 years | -0.012 | 0 | 81 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.024 | — |
| 2023 | 0.057 | — |
| 2022 | -0.152 | — |
| 2021 | -0.041 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.023 | 0.024 | — | — |
| 2024 | 0.004 | 0.004 | 0.042 | -0.025 |
| 2023 | 0.030 | -0.005 | -0.028 | 0.061 |
| 2022 | -0.075 | -0.047 | -0.048 | 0.009 |
| 2021 | -0.020 | 0.012 | -0.013 | -0.021 |
| 2020 | 0.021 | 0.024 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.021 |
| 3 years | 0.022 |
| 5 years | -0.018 |