Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.051 | 0 | 14 |
| 1 month | 0.017 | 0 | 13 |
| 3 months | -0.016 | 0 | 15 |
| 1 year | -0.021 | 0 | 75 |
| 3 years | -0.015 | 0 | 68 |
| 5 years | 0.039 | 0 | 82 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.042 | — |
| 2023 | 0.068 | — |
| 2022 | -0.256 | — |
| 2021 | 0.213 | — |
| 2020 | 0.152 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.034 | — | — | — |
| 2024 | 0.049 | 0.018 | 0.004 | -0.106 |
| 2023 | 0.063 | 0.005 | -0.031 | 0.031 |
| 2022 | -0.133 | -0.158 | -0.091 | 0.121 |
| 2021 | 0.077 | 0.090 | 0.016 | 0.018 |
| 2020 | -0.153 | 0.162 | 0.083 | 0.082 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.051 |
| 3 years | -0.025 |
| 5 years | 0.032 |