Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 61 |
| 1 month | -0.043 | 0 | 51 |
| 3 months | -0.022 | 0 | 61 |
| 1 year | 0.072 | 0 | 69 |
| 3 years | 0.080 | 0 | 64 |
| 5 years | 0.113 | 0 | 73 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.176 | — |
| 2023 | 0.121 | — |
| 2022 | -0.130 | — |
| 2021 | 0.223 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | — | — | — |
| 2024 | 0.073 | 0.015 | 0.061 | 0.018 |
| 2023 | 0.076 | 0.014 | -0.046 | 0.078 |
| 2022 | -0.111 | -0.116 | 0.011 | 0.095 |
| 2021 | 0.026 | 0.071 | 0.021 | 0.089 |
| 2020 | 0.126 | 0.055 | 0.050 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.072 |
| 3 years | 0.080 |
| 5 years | 0.113 |