Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.062 | 0 | 63 |
| 1 month | -0.074 | 0 | 47 |
| 3 months | -0.062 | 0 | 63 |
| 1 year | 0.067 | 0 | 23 |
| 3 years | 0.075 | 0 | 29 |
| 5 years | 0.153 | 0 | 25 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.270 | — |
| 2023 | 0.193 | — |
| 2022 | -0.154 | — |
| 2021 | 0.308 | — |
| 2020 | 0.055 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.062 | — | — | — |
| 2024 | 0.116 | 0.048 | 0.021 | 0.063 |
| 2023 | 0.063 | 0.060 | 0.001 | 0.057 |
| 2022 | -0.032 | -0.129 | 0.004 | -0.001 |
| 2021 | 0.092 | 0.062 | 0.029 | 0.095 |
| 2020 | -0.187 | 0.146 | 0.058 | 0.070 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.075 |
| 5 years | 0.153 |