Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.007 | 0 | 59 |
| 1 month | 0.007 | 0 | 40 |
| 3 months | -0.073 | 0 | 66 |
| 1 year | -0.030 | 0 | 58 |
| 3 years | 0.085 | 0 | 55 |
| 5 years | 0.109 | 0 | 51 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.100 | — |
| 2023 | 0.145 | — |
| 2022 | -0.070 | — |
| 2021 | 0.291 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.127 | 0.010 | 0.005 | -0.038 |
| 2023 | 0.098 | 0.058 | -0.056 | 0.045 |
| 2022 | -0.074 | -0.079 | -0.037 | 0.132 |
| 2021 | 0.078 | 0.071 | 0.018 | 0.098 |
| 2020 | 0.095 | 0.012 | 0.058 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.030 |
| 3 years | 0.085 |
| 5 years | 0.109 |