Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 60 |
| 1 month | -0.008 | 0 | 63 |
| 3 months | 0.012 | 0 | 83 |
| 1 year | 0.005 | 0 | 71 |
| 3 years | 0.046 | 0 | 96 |
| 5 years | 0.089 | 0 | 92 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.157 | — |
| 2023 | 0.007 | — |
| 2022 | 0.061 | — |
| 2021 | 0.284 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.026 | -0.022 | — | — |
| 2024 | 0.107 | -0.034 | 0.047 | 0.033 |
| 2023 | 0.001 | 0.057 | -0.030 | -0.018 |
| 2022 | 0.007 | -0.005 | 0.016 | 0.042 |
| 2021 | 0.103 | 0.014 | 0.032 | 0.112 |
| 2020 | 0.015 | 0.020 | -0.035 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.005 |
| 3 years | 0.046 |
| 5 years | 0.089 |