Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.074 | 0 | 7 |
| 1 month | -0.020 | 0 | 66 |
| 3 months | -0.009 | 0 | 13 |
| 1 year | 0.061 | 0 | 77 |
| 3 years | 0.021 | 0 | 31 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.028 | — |
| 2023 | 0.079 | — |
| 2022 | -0.098 | — |
| 2021 | 0.158 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.096 | — | — | — |
| 2024 | 0.058 | 0.023 | 0.002 | -0.053 |
| 2023 | 0.036 | 0.047 | -0.008 | 0.003 |
| 2022 | -0.009 | -0.080 | -0.040 | 0.030 |
| 2021 | 0.060 | 0.064 | -0.047 | 0.077 |
| 2020 | 0.025 | 0.038 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.031 |
| 3 years | -0.010 |