Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.003 | 0 | 69 |
| 1 month | 0.022 | 0 | 53 |
| 3 months | 0.077 | 0 | 44 |
| 1 year | 0.051 | 0 | 59 |
| 3 years | 0.056 | 0 | 61 |
| 5 years | 0.058 | 0 | 70 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.152 | — |
| 2023 | 0.143 | — |
| 2022 | -0.226 | — |
| 2021 | 0.184 | — |
| 2020 | 0.126 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.045 | 0.028 | — | — |
| 2024 | 0.080 | 0.019 | 0.015 | 0.031 |
| 2023 | 0.058 | 0.042 | -0.026 | 0.065 |
| 2022 | -0.076 | -0.144 | -0.024 | 0.004 |
| 2021 | 0.073 | 0.064 | -0.014 | 0.051 |
| 2020 | -0.086 | 0.123 | 0.030 | 0.065 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.001 |
| 3 years | 0.038 |
| 5 years | 0.047 |