Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 6 |
| 1 month | -0.022 | 0 | 3 |
| 3 months | -0.063 | 0 | 7 |
| 1 year | 0.049 | 0 | 4 |
| 3 years | 0.036 | 0 | 33 |
| 5 years | 0.083 | 0 | 38 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.141 | — |
| 2023 | 0.105 | — |
| 2022 | -0.178 | — |
| 2021 | 0.192 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | — | — | — |
| 2024 | 0.087 | 0.019 | 0.030 | 0.000 |
| 2023 | 0.060 | 0.030 | -0.031 | 0.044 |
| 2022 | -0.053 | -0.128 | -0.054 | 0.052 |
| 2021 | 0.073 | 0.068 | -0.011 | 0.053 |
| 2020 | 0.157 | 0.050 | 0.104 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | 0.029 |
| 5 years | 0.079 |