Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.067 | 0 | 31 |
| 1 month | -0.019 | 0 | 65 |
| 3 months | -0.018 | 0 | 65 |
| 1 year | 0.035 | 0 | 51 |
| 3 years | 0.062 | 0 | 40 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.057 | — |
| 2023 | 0.065 | — |
| 2022 | -0.155 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.087 | -0.018 | — | — |
| 2024 | 0.059 | 0.029 | 0.018 | -0.048 |
| 2023 | 0.064 | 0.022 | -0.033 | 0.013 |
| 2022 | -0.052 | -0.105 | -0.047 | 0.045 |
| 2021 | -0.020 | 0.096 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.036 |
| 3 years | 0.038 |