Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.004 | 0 | 21 |
| 1 month | -0.077 | 0 | 21 |
| 3 months | 0.000 | 0 | 16 |
| 1 year | 0.062 | 0 | 70 |
| 3 years | -0.054 | 0 | 63 |
| 5 years | -0.068 | 0 | 93 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.107 | — |
| 2023 | -0.181 | — |
| 2022 | -0.157 | — |
| 2021 | -0.197 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.087 | — | — | — |
| 2024 | -0.024 | 0.041 | 0.132 | -0.038 |
| 2023 | -0.010 | -0.083 | -0.028 | -0.072 |
| 2022 | -0.094 | 0.075 | -0.180 | 0.054 |
| 2021 | 0.017 | -0.038 | -0.163 | -0.019 |
| 2020 | 0.129 | 0.053 | 0.025 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.009 |
| 3 years | -0.070 |
| 5 years | -0.077 |