Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 92 |
| 1 month | 0.029 | 0 | 79 |
| 3 months | 0.055 | 0 | 95 |
| 1 year | -0.032 | 0 | 98 |
| 3 years | 0.024 | 0 | 97 |
| 5 years | 0.045 | 0 | 90 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.042 | — |
| 2023 | 0.051 | — |
| 2022 | -0.113 | — |
| 2021 | 0.184 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.030 | -0.015 | — | — |
| 2024 | 0.051 | -0.018 | 0.019 | -0.010 |
| 2023 | -0.004 | -0.012 | -0.018 | 0.088 |
| 2022 | -0.098 | -0.087 | 0.040 | 0.037 |
| 2021 | -0.001 | 0.089 | 0.042 | 0.044 |
| 2020 | 0.042 | 0.052 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.032 |
| 3 years | 0.024 |
| 5 years | 0.045 |