Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.041 | 0 | 35 |
| 1 month | -0.032 | 0 | 77 |
| 3 months | -0.058 | 0 | 33 |
| 1 year | 0.033 | 0 | 24 |
| 3 years | 0.023 | 0 | 15 |
| 5 years | 0.068 | 0 | 23 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.148 | — |
| 2023 | 0.016 | — |
| 2022 | -0.061 | — |
| 2021 | 0.046 | — |
| 2020 | 0.149 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.009 | — | — | — |
| 2024 | 0.051 | 0.069 | 0.011 | 0.010 |
| 2023 | 0.018 | -0.016 | 0.001 | 0.013 |
| 2022 | -0.018 | -0.017 | -0.063 | 0.039 |
| 2021 | 0.069 | 0.037 | -0.054 | -0.002 |
| 2020 | -0.168 | 0.177 | 0.047 | 0.121 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.023 |
| 5 years | 0.068 |