Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 79 |
| 1 month | -0.030 | 0 | 83 |
| 3 months | -0.053 | 0 | 80 |
| 1 year | 0.054 | 0 | 89 |
| 3 years | 0.041 | 0 | 87 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.077 | — |
| 2023 | 0.099 | — |
| 2022 | -0.142 | — |
| 2021 | 0.070 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | — | — | — |
| 2024 | 0.020 | -0.011 | 0.062 | 0.005 |
| 2023 | 0.071 | -0.024 | -0.016 | 0.069 |
| 2022 | -0.092 | -0.093 | -0.023 | 0.066 |
| 2021 | -0.024 | 0.042 | -0.004 | 0.057 |
| 2020 | 0.017 | 0.029 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.041 |