Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.037 | 0 | 65 |
| 1 month | -0.006 | 0 | 30 |
| 3 months | -0.045 | 0 | 49 |
| 1 year | 0.025 | 0 | 61 |
| 3 years | 0.035 | 0 | 20 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.101 | — |
| 2023 | 0.129 | — |
| 2022 | -0.146 | — |
| 2021 | 0.118 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.030 | — | — | — |
| 2024 | 0.057 | 0.009 | 0.021 | 0.012 |
| 2023 | 0.044 | 0.032 | -0.019 | 0.068 |
| 2022 | -0.056 | -0.087 | -0.023 | 0.014 |
| 2021 | 0.032 | 0.035 | 0.007 | 0.040 |
| 2020 | 0.033 | 0.047 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.006 |
| 3 years | 0.025 |