Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 70 |
| 1 month | 0.013 | 0 | 39 |
| 3 months | -0.004 | 0 | 73 |
| 1 year | 0.052 | 0 | 90 |
| 3 years | -0.022 | 0 | 32 |
| 5 years | 0.046 | 0 | 40 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.022 | — |
| 2023 | 0.126 | — |
| 2022 | -0.200 | — |
| 2021 | 0.201 | — |
| 2020 | -0.043 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | — | — | — |
| 2024 | -0.022 | -0.015 | 0.116 | -0.091 |
| 2023 | 0.009 | 0.010 | -0.031 | 0.140 |
| 2022 | -0.024 | -0.137 | -0.088 | 0.041 |
| 2021 | 0.055 | 0.073 | -0.002 | 0.063 |
| 2020 | -0.223 | 0.092 | 0.038 | 0.086 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.052 |
| 3 years | -0.022 |
| 5 years | 0.046 |