Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.060 | 0 | 86 |
| 1 month | -0.075 | 0 | 94 |
| 3 months | -0.060 | 0 | 86 |
| 1 year | -0.045 | 0 | 95 |
| 3 years | 0.011 | 0 | 84 |
| 5 years | 0.104 | 0 | 56 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.128 | — |
| 2023 | 0.090 | — |
| 2022 | -0.176 | — |
| 2021 | 0.202 | — |
| 2020 | 0.106 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.060 | — | — | — |
| 2024 | 0.110 | -0.003 | -0.025 | 0.046 |
| 2023 | 0.047 | 0.036 | -0.005 | 0.010 |
| 2022 | -0.078 | -0.122 | -0.027 | 0.046 |
| 2021 | 0.125 | 0.029 | 0.013 | 0.025 |
| 2020 | -0.230 | 0.182 | 0.054 | 0.153 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.093 |
| 3 years | -0.007 |
| 5 years | 0.093 |