Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | 35 |
| 1 month | -0.016 | 0 | 42 |
| 3 months | 0.007 | 0 | 35 |
| 1 year | 0.025 | 0 | 67 |
| 3 years | 0.016 | 0 | 49 |
| 5 years | 0.065 | 0 | 31 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.025 | — |
| 2023 | 0.090 | — |
| 2022 | -0.094 | — |
| 2021 | 0.098 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | — | — | — |
| 2024 | 0.007 | 0.007 | 0.046 | -0.034 |
| 2023 | 0.031 | 0.004 | -0.022 | 0.076 |
| 2022 | -0.030 | -0.071 | -0.041 | 0.048 |
| 2021 | -0.009 | 0.056 | 0.001 | 0.049 |
| 2020 | 0.094 | 0.052 | 0.064 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | 0.016 |
| 5 years | 0.065 |