Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | 31 |
| 1 month | -0.024 | 0 | 24 |
| 3 months | -0.006 | 0 | 31 |
| 1 year | 0.065 | 0 | 6 |
| 3 years | 0.043 | 0 | 8 |
| 5 years | 0.083 | 0 | 8 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.126 | — |
| 2023 | 0.101 | — |
| 2022 | -0.094 | — |
| 2021 | 0.127 | — |
| 2020 | 0.009 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.006 | — | — | — |
| 2024 | 0.051 | 0.010 | 0.033 | 0.027 |
| 2023 | 0.021 | 0.026 | 0.005 | 0.047 |
| 2022 | -0.016 | -0.066 | -0.021 | 0.007 |
| 2021 | 0.037 | 0.039 | 0.009 | 0.037 |
| 2020 | -0.147 | 0.090 | 0.024 | 0.060 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.033 |
| 5 years | 0.076 |