Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.039 | 0 | 29 |
| 1 month | -0.033 | 0 | 81 |
| 3 months | -0.060 | 0 | 38 |
| 1 year | 0.029 | 0 | 31 |
| 3 years | 0.021 | 0 | 17 |
| 5 years | 0.070 | 0 | 21 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.131 | — |
| 2023 | 0.028 | — |
| 2022 | -0.062 | — |
| 2021 | 0.043 | — |
| 2020 | 0.155 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.006 | — | — | — |
| 2024 | 0.047 | 0.062 | 0.011 | 0.006 |
| 2023 | 0.026 | -0.015 | 0.001 | 0.017 |
| 2022 | -0.013 | -0.017 | -0.063 | 0.031 |
| 2021 | 0.066 | 0.043 | -0.054 | -0.009 |
| 2020 | -0.161 | 0.176 | 0.055 | 0.109 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | 0.021 |
| 5 years | 0.070 |