Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | — |
| 1 month | 0.007 | 0 | — |
| 3 months | 0.000 | 0 | — |
| 1 year | 0.031 | 0 | — |
| 3 years | 0.039 | 0 | — |
| 5 years | 0.028 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.069 | — |
| 2023 | 0.110 | — |
| 2022 | -0.086 | — |
| 2021 | 0.014 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.033 | — | — | — |
| 2024 | 0.014 | 0.003 | 0.036 | 0.014 |
| 2023 | 0.018 | 0.017 | 0.006 | 0.065 |
| 2022 | -0.039 | -0.067 | -0.016 | 0.036 |
| 2021 | 0.004 | 0.006 | 0.008 | -0.004 |
| 2020 | 0.051 | 0.020 | 0.034 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.031 |
| 3 years | 0.039 |
| 5 years | 0.028 |