Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.064 | 0 | 58 |
| 1 month | -0.004 | 0 | 24 |
| 3 months | 0.020 | 0 | 31 |
| 1 year | 0.062 | 0 | 46 |
| 3 years | 0.037 | 0 | 69 |
| 5 years | -0.008 | 0 | 67 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.020 | — |
| 2023 | 0.081 | — |
| 2022 | -0.170 | — |
| 2021 | -0.040 | — |
| 2020 | 0.120 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.026 | 0.042 | — | — |
| 2024 | -0.003 | 0.000 | 0.063 | -0.037 |
| 2023 | 0.032 | -0.006 | -0.033 | 0.090 |
| 2022 | -0.073 | -0.080 | -0.074 | 0.051 |
| 2021 | -0.041 | 0.022 | -0.010 | -0.011 |
| 2020 | -0.047 | 0.095 | 0.030 | 0.043 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.009 |
| 3 years | 0.020 |
| 5 years | -0.018 |