Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.035 | 0 | 80 |
| 1 month | -0.023 | 0 | 45 |
| 3 months | -0.070 | 0 | 77 |
| 1 year | 0.021 | 0 | 58 |
| 3 years | 0.019 | 0 | 37 |
| 5 years | 0.080 | 0 | 4 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.129 | — |
| 2023 | 0.092 | — |
| 2022 | -0.165 | — |
| 2021 | 0.225 | — |
| 2020 | 0.058 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.091 | 0.029 | 0.017 | -0.011 |
| 2023 | 0.053 | 0.030 | -0.033 | 0.041 |
| 2022 | -0.056 | -0.092 | -0.072 | 0.051 |
| 2021 | 0.079 | 0.081 | -0.018 | 0.070 |
| 2020 | -0.179 | 0.139 | 0.037 | 0.091 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.021 |
| 3 years | 0.019 |
| 5 years | 0.080 |