Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.008 | 0 | 31 |
| 1 month | 0.000 | 0 | 15 |
| 3 months | -0.029 | 0 | 31 |
| 1 year | 0.027 | 0 | 50 |
| 3 years | 0.018 | 0 | 65 |
| 5 years | 0.034 | 0 | 65 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.054 | — |
| 2023 | 0.072 | — |
| 2022 | -0.144 | — |
| 2021 | 0.083 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | — | — | — |
| 2024 | 0.031 | 0.006 | 0.030 | -0.013 |
| 2023 | 0.016 | 0.013 | -0.017 | 0.058 |
| 2022 | -0.063 | -0.086 | -0.009 | 0.008 |
| 2021 | 0.014 | 0.023 | -0.002 | 0.046 |
| 2020 | 0.061 | 0.036 | 0.063 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.025 |
| 3 years | 0.001 |
| 5 years | 0.024 |