Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.027 | 0 | 63 |
| 1 month | -0.027 | 0 | 61 |
| 3 months | -0.030 | 0 | 77 |
| 1 year | 0.038 | 0 | 26 |
| 3 years | 0.015 | 0 | 53 |
| 5 years | 0.019 | 0 | 36 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.098 | — |
| 2023 | 0.067 | — |
| 2022 | -0.131 | — |
| 2021 | 0.038 | — |
| 2020 | 0.027 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | — | — | — |
| 2024 | 0.034 | 0.014 | -0.012 | 0.060 |
| 2023 | 0.016 | 0.027 | 0.004 | 0.019 |
| 2022 | -0.044 | -0.046 | -0.002 | -0.046 |
| 2021 | 0.019 | 0.016 | 0.014 | -0.011 |
| 2020 | -0.067 | 0.072 | 0.018 | 0.008 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.014 |
| 3 years | -0.003 |
| 5 years | 0.008 |