Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.189 | 0 | 25 |
| 1 month | 0.053 | 0 | 6 |
| 3 months | 0.123 | 0 | 7 |
| 1 year | 0.067 | 0 | 56 |
| 3 years | 0.029 | 0 | 88 |
| 5 years | 0.033 | 0 | 78 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.111 | — |
| 2023 | 0.069 | — |
| 2022 | -0.215 | — |
| 2021 | 0.095 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.024 | 0.137 | — | — |
| 2024 | 0.029 | -0.064 | 0.061 | -0.131 |
| 2023 | 0.094 | -0.004 | -0.137 | 0.138 |
| 2022 | -0.125 | -0.131 | -0.065 | 0.106 |
| 2021 | 0.032 | 0.074 | -0.049 | 0.038 |
| 2020 | 0.137 | 0.232 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.029 |
| 5 years | 0.033 |