Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 26 |
| 1 month | 0.004 | 0 | 32 |
| 3 months | 0.011 | 0 | 23 |
| 1 year | 0.053 | 0 | 72 |
| 3 years | -0.001 | 0 | 96 |
| 5 years | -0.021 | 0 | 100 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.009 | — |
| 2023 | 0.054 | — |
| 2022 | -0.188 | — |
| 2021 | -0.032 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | -0.004 | -0.004 | 0.037 | -0.019 |
| 2023 | 0.023 | -0.009 | -0.022 | 0.062 |
| 2022 | -0.077 | -0.092 | -0.052 | 0.022 |
| 2021 | -0.042 | 0.024 | -0.005 | -0.008 |
| 2020 | 0.076 | 0.012 | 0.024 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.053 |
| 3 years | -0.001 |
| 5 years | -0.021 |