Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.061 | 0 | 14 |
| 1 month | -0.037 | 0 | 15 |
| 3 months | -0.066 | 0 | 13 |
| 1 year | 0.023 | 0 | 26 |
| 3 years | 0.040 | 0 | 19 |
| 5 years | 0.040 | 0 | 69 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.126 | — |
| 2023 | 0.087 | — |
| 2022 | -0.052 | — |
| 2021 | 0.083 | — |
| 2020 | -0.026 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.025 | — | — | — |
| 2024 | 0.033 | 0.017 | 0.007 | 0.064 |
| 2023 | 0.017 | 0.011 | 0.027 | 0.030 |
| 2022 | -0.038 | -0.042 | 0.038 | -0.010 |
| 2021 | 0.032 | 0.012 | 0.023 | 0.013 |
| 2020 | -0.100 | 0.074 | -0.003 | 0.011 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.013 |
| 3 years | 0.037 |
| 5 years | 0.038 |