Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.074 | 0 | 97 |
| 1 month | -0.019 | 0 | 73 |
| 3 months | -0.089 | 0 | 96 |
| 1 year | 0.030 | 0 | 51 |
| 3 years | 0.015 | 0 | 71 |
| 5 years | 0.030 | 0 | 71 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.118 | — |
| 2023 | 0.086 | — |
| 2022 | -0.137 | — |
| 2021 | 0.093 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.055 | — | — | — |
| 2024 | 0.024 | 0.023 | 0.036 | 0.031 |
| 2023 | 0.020 | 0.017 | -0.022 | 0.071 |
| 2022 | -0.058 | -0.073 | -0.030 | 0.018 |
| 2021 | 0.018 | 0.028 | 0.010 | 0.034 |
| 2020 | 0.067 | 0.023 | 0.048 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.001 |
| 3 years | 0.005 |
| 5 years | 0.024 |