Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | -0.014 | 100 |
| 1 month | -0.002 | 0.005 | 91 |
| 3 months | -0.001 | 0.010 | 99 |
| 1 year | 0.027 | 0.021 | 99 |
| 3 years | 0.013 | 0.046 | 94 |
| 5 years | 0 | 0.030 | — |
| 10 years | 0 | 0.033 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.029 | — |
| 2023 | 0.080 | — |
| 2022 | -0.138 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | 0.018 | — | — |
| 2024 | -0.001 | -0.009 | 0.041 | -0.001 |
| 2023 | 0.033 | 0.000 | -0.020 | 0.066 |
| 2022 | -0.051 | -0.054 | -0.033 | -0.007 |
| 2021 | -0.002 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.027 |
| 3 years | 0.013 |