Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.007 | 0 | 48 |
| 1 month | 0.039 | 0 | 80 |
| 3 months | 0.050 | 0 | 81 |
| 1 year | 0.076 | 0 | 9 |
| 3 years | 0.064 | 0 | 53 |
| 5 years | 0.058 | 0 | 62 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.251 | — |
| 2023 | -0.003 | — |
| 2022 | -0.106 | — |
| 2021 | 0.042 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.054 | 0.050 | — | — |
| 2024 | 0.095 | 0.055 | 0.067 | 0.016 |
| 2023 | 0.035 | 0.029 | -0.030 | -0.035 |
| 2022 | -0.036 | -0.046 | -0.069 | 0.044 |
| 2021 | 0.089 | 0.026 | -0.068 | 0.001 |
| 2020 | 0.042 | 0.102 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.076 |
| 3 years | 0.064 |
| 5 years | 0.058 |