Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.010 | 0 | 60 |
| 1 month | 0.001 | 0 | 59 |
| 3 months | -0.004 | 0 | 74 |
| 1 year | 0.083 | 0 | 37 |
| 3 years | 0.054 | 0 | 54 |
| 5 years | 0.053 | 0 | 56 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.082 | — |
| 2023 | 0.138 | — |
| 2022 | -0.141 | — |
| 2021 | 0.034 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.014 | 0.015 | 0.046 | 0.006 |
| 2023 | 0.029 | 0.018 | 0.015 | 0.069 |
| 2022 | -0.057 | -0.118 | -0.017 | 0.051 |
| 2021 | 0.011 | 0.023 | 0.006 | -0.007 |
| 2020 | 0.135 | 0.028 | 0.076 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | 0.036 |
| 5 years | 0.042 |