Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.068 | 0 | 9 |
| 1 month | 0.012 | 0 | 18 |
| 3 months | 0.026 | 0 | 45 |
| 1 year | 0.037 | 0 | 89 |
| 3 years | 0.044 | 0 | 87 |
| 5 years | 0.001 | 0 | 95 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.012 | — |
| 2023 | 0.074 | — |
| 2022 | -0.120 | — |
| 2021 | -0.021 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.030 | 0.029 | — | — |
| 2024 | -0.013 | -0.007 | 0.053 | -0.042 |
| 2023 | 0.040 | -0.005 | -0.026 | 0.066 |
| 2022 | -0.077 | -0.073 | -0.017 | 0.045 |
| 2021 | -0.024 | 0.020 | -0.007 | -0.009 |
| 2020 | 0.103 | 0.032 | 0.034 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | 0.026 |
| 5 years | -0.009 |