Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.039 | 0 | 44 |
| 1 month | -0.043 | 0 | 83 |
| 3 months | -0.084 | 0 | 52 |
| 1 year | 0.114 | 0 | 15 |
| 3 years | 0.088 | 0 | 34 |
| 5 years | 0.071 | 0 | 81 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.216 | — |
| 2023 | 0.093 | — |
| 2022 | -0.092 | — |
| 2021 | 0.071 | — |
| 2020 | 0.124 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | — | — | — |
| 2024 | 0.075 | 0.010 | 0.073 | 0.043 |
| 2023 | 0.048 | 0.021 | -0.037 | 0.061 |
| 2022 | -0.077 | -0.079 | -0.011 | 0.080 |
| 2021 | -0.001 | 0.029 | -0.004 | 0.047 |
| 2020 | -0.059 | 0.068 | 0.081 | 0.035 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.114 |
| 3 years | 0.088 |
| 5 years | 0.071 |