Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.091 | 0 | 9 |
| 1 month | 0.049 | 0 | 6 |
| 3 months | 0.052 | 0 | 15 |
| 1 year | 0.011 | 0 | 14 |
| 3 years | -0.029 | 0 | 52 |
| 5 years | 0.063 | 0 | 47 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.104 | — |
| 2023 | 0.034 | — |
| 2022 | -0.175 | — |
| 2021 | 0.220 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.041 | — | — | — |
| 2024 | -0.022 | -0.075 | 0.064 | -0.069 |
| 2023 | 0.030 | 0.028 | -0.113 | 0.102 |
| 2022 | -0.077 | -0.110 | -0.077 | 0.089 |
| 2021 | 0.062 | 0.043 | 0.017 | 0.083 |
| 2020 | 0.109 | 0.101 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.009 |
| 3 years | -0.035 |
| 5 years | 0.058 |