Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.068 | 0 | 33 |
| 1 month | -0.039 | 0 | 93 |
| 3 months | -0.122 | 0 | 42 |
| 1 year | -0.051 | 0 | 85 |
| 3 years | 0.004 | 0 | 94 |
| 5 years | 0.046 | 0 | 89 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.037 | — |
| 2023 | 0.047 | — |
| 2022 | -0.116 | — |
| 2021 | 0.180 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.030 | — | — | — |
| 2024 | 0.050 | -0.019 | 0.018 | -0.011 |
| 2023 | -0.005 | -0.013 | -0.019 | 0.087 |
| 2022 | -0.099 | -0.088 | 0.039 | 0.036 |
| 2021 | -0.002 | 0.088 | 0.041 | 0.044 |
| 2020 | 0.041 | 0.051 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.051 |
| 3 years | 0.004 |
| 5 years | 0.046 |