Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.159 | 0 | — |
| 1 month | 0.050 | 0 | — |
| 3 months | 0.112 | 0 | — |
| 1 year | 0.028 | 0 | — |
| 3 years | -0.011 | 0 | — |
| 5 years | -0.002 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.138 | — |
| 2023 | 0.029 | — |
| 2022 | -0.250 | — |
| 2021 | 0.071 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | 0.123 | — | — |
| 2024 | 0.023 | -0.071 | 0.053 | -0.139 |
| 2023 | 0.081 | -0.011 | -0.146 | 0.126 |
| 2022 | -0.132 | -0.142 | -0.077 | 0.090 |
| 2021 | 0.027 | 0.069 | -0.055 | 0.033 |
| 2020 | 0.130 | 0.220 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.023 |
| 3 years | -0.027 |
| 5 years | -0.012 |