Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.008 | 0 | 44 |
| 1 month | -0.013 | 0 | 27 |
| 3 months | -0.037 | 0 | 54 |
| 1 year | 0.093 | 0 | 46 |
| 3 years | 0.061 | 0 | 61 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.132 | — |
| 2023 | 0.105 | — |
| 2022 | -0.154 | — |
| 2021 | 0.074 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | — | — | — |
| 2024 | 0.049 | 0.017 | 0.053 | 0.009 |
| 2023 | 0.048 | 0.007 | -0.035 | 0.085 |
| 2022 | -0.073 | -0.110 | -0.014 | 0.040 |
| 2021 | -0.005 | 0.041 | 0.004 | 0.033 |
| 2020 | 0.047 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.093 |
| 3 years | 0.061 |