Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | 91 |
| 1 month | -0.024 | 0 | 79 |
| 3 months | -0.050 | 0 | 90 |
| 1 year | 0.049 | 0 | 84 |
| 3 years | 0.015 | 0 | 59 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.070 | — |
| 2023 | 0.089 | — |
| 2022 | -0.185 | — |
| 2021 | 0.174 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.046 | — | — | — |
| 2024 | 0.072 | 0.013 | 0.030 | -0.044 |
| 2023 | 0.069 | 0.006 | -0.025 | 0.038 |
| 2022 | -0.065 | -0.113 | -0.060 | 0.046 |
| 2021 | 0.048 | 0.086 | -0.039 | 0.074 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.015 |
| 3 years | 0.004 |