Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | — |
| 1 month | -0.038 | 0 | — |
| 3 months | -0.023 | 0 | — |
| 1 year | 0.055 | 0 | — |
| 3 years | 0.053 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.163 | — |
| 2023 | 0.165 | — |
| 2022 | -0.170 | — |
| 2021 | 0.195 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.023 | — | — | — |
| 2024 | 0.077 | 0.034 | 0.043 | 0.002 |
| 2023 | 0.067 | 0.047 | -0.030 | 0.074 |
| 2022 | -0.058 | -0.139 | -0.049 | 0.077 |
| 2021 | 0.060 | 0.068 | 0.021 | 0.035 |
| 2020 | 0.088 | 0.099 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.053 |