Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 31 |
| 1 month | -0.014 | 0 | 53 |
| 3 months | -0.037 | 0 | 36 |
| 1 year | 0.044 | 0 | 24 |
| 3 years | 0.019 | 0 | 62 |
| 5 years | 0.025 | 0 | 80 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.089 | — |
| 2023 | 0.052 | — |
| 2022 | -0.105 | — |
| 2021 | 0.053 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | — | — | — |
| 2024 | 0.038 | 0.011 | 0.028 | 0.011 |
| 2023 | 0.005 | 0.008 | -0.009 | 0.048 |
| 2022 | -0.028 | -0.065 | -0.019 | 0.005 |
| 2021 | 0.019 | 0.017 | -0.005 | 0.020 |
| 2020 | 0.012 | 0.033 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.013 |
| 3 years | 0.008 |
| 5 years | 0.019 |