Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.072 | 0 | — |
| 1 month | -0.030 | 0 | — |
| 3 months | -0.088 | 0 | — |
| 1 year | 0.011 | 0 | — |
| 3 years | 0.040 | 0 | — |
| 5 years | 0.061 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.141 | — |
| 2023 | 0.141 | — |
| 2022 | -0.165 | — |
| 2021 | 0.202 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.044 | — | — | — |
| 2024 | 0.070 | 0.016 | 0.029 | 0.020 |
| 2023 | 0.062 | 0.034 | -0.014 | 0.055 |
| 2022 | -0.061 | -0.109 | -0.043 | 0.043 |
| 2021 | 0.048 | 0.052 | 0.002 | 0.088 |
| 2020 | 0.072 | 0.018 | 0.059 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.011 |
| 3 years | 0.040 |
| 5 years | 0.061 |