Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.085 | 0 | 39 |
| 1 month | -0.033 | 0 | 31 |
| 3 months | -0.124 | 0 | 54 |
| 1 year | 0.074 | 0 | 9 |
| 3 years | 0.065 | 0 | 38 |
| 5 years | 0.073 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.287 | — |
| 2023 | 0.087 | — |
| 2022 | -0.147 | — |
| 2021 | 0.273 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.053 | — | — | — |
| 2024 | 0.120 | 0.046 | 0.011 | 0.087 |
| 2023 | 0.013 | 0.039 | -0.030 | 0.064 |
| 2022 | -0.073 | -0.086 | -0.006 | 0.014 |
| 2021 | 0.044 | 0.061 | 0.016 | 0.130 |
| 2020 | 0 | -0.004 | 0.029 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.074 |
| 3 years | 0.065 |
| 5 years | 0.073 |