Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | 47 |
| 1 month | 0.010 | 0 | 54 |
| 3 months | -0.034 | 0 | 41 |
| 1 year | 0.088 | 0 | 50 |
| 3 years | 0.066 | 0 | 73 |
| 5 years | 0.118 | 0 | 39 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.090 | — |
| 2023 | 0.188 | — |
| 2022 | -0.207 | — |
| 2021 | 0.266 | — |
| 2020 | 0.231 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.014 | — | — | — |
| 2024 | 0.052 | -0.019 | 0.099 | -0.039 |
| 2023 | 0.071 | 0.049 | -0.062 | 0.128 |
| 2022 | -0.081 | -0.169 | -0.073 | 0.119 |
| 2021 | 0.037 | 0.076 | 0.008 | 0.126 |
| 2020 | -0.173 | 0.202 | 0.104 | 0.123 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.055 |
| 5 years | 0.111 |