Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.011 | 0 | 39 |
| 1 month | 0.015 | 0 | 15 |
| 3 months | -0.002 | 0 | 24 |
| 1 year | 0.097 | 0 | 11 |
| 3 years | 0.054 | 0 | 20 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.088 | — |
| 2023 | 0.136 | — |
| 2022 | -0.164 | — |
| 2021 | 0.086 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.029 | 0.012 | 0.066 | -0.019 |
| 2023 | 0.050 | 0.023 | -0.032 | 0.092 |
| 2022 | -0.058 | -0.113 | -0.055 | 0.059 |
| 2021 | 0.014 | 0.047 | -0.007 | 0.030 |
| 2020 | 0.048 | 0.092 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.036 |