Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.000 | 0 | 57 |
| 1 month | -0.003 | 0 | 66 |
| 3 months | -0.027 | 0 | 59 |
| 1 year | 0.043 | 0 | 69 |
| 3 years | 0.031 | 0 | 66 |
| 5 years | 0.044 | 0 | 62 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.060 | — |
| 2023 | 0.124 | — |
| 2022 | -0.197 | — |
| 2021 | 0.099 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | — | — | — |
| 2024 | 0.038 | 0.008 | 0.047 | -0.034 |
| 2023 | 0.044 | 0.030 | -0.035 | 0.083 |
| 2022 | -0.086 | -0.112 | -0.066 | 0.061 |
| 2021 | 0.020 | 0.061 | -0.012 | 0.027 |
| 2020 | 0.067 | 0.028 | 0.110 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.012 |
| 3 years | 0.021 |
| 5 years | 0.038 |