Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.077 | 0 | 9 |
| 1 month | 0.031 | 0 | 3 |
| 3 months | 0.082 | 0 | 4 |
| 1 year | 0.139 | 0 | 25 |
| 3 years | -0.028 | 0 | 90 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.014 | — |
| 2023 | -0.018 | — |
| 2022 | -0.141 | — |
| 2021 | 0.219 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.045 | — | — | — |
| 2024 | -0.017 | -0.003 | 0.107 | -0.065 |
| 2023 | 0.012 | -0.009 | -0.089 | 0.075 |
| 2022 | -0.016 | -0.079 | -0.057 | 0.004 |
| 2021 | -0.003 | 0.066 | 0.023 | 0.122 |
| 2020 | 0.008 | 0.027 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.139 |
| 3 years | -0.028 |