Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | 70 |
| 1 month | -0.011 | 0 | 54 |
| 3 months | -0.026 | 0 | 84 |
| 1 year | 0.084 | 0 | 50 |
| 3 years | 0.045 | 0 | 59 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.088 | — |
| 2022 | -0.148 | — |
| 2021 | 0.031 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | 0.028 | 0.011 | 0.050 | 0.003 |
| 2023 | 0.040 | 0.002 | -0.035 | 0.081 |
| 2022 | -0.071 | -0.094 | -0.014 | 0.026 |
| 2021 | -0.022 | 0.030 | 0.000 | 0.023 |
| 2020 | 0.033 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.084 |
| 3 years | 0.045 |