Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.018 | 0 | 43 |
| 1 month | -0.001 | 0 | 19 |
| 3 months | -0.024 | 0 | 26 |
| 1 year | 0.024 | 0 | 55 |
| 3 years | 0.042 | 0 | 21 |
| 5 years | 0.050 | 0 | 40 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.092 | — |
| 2023 | 0.136 | — |
| 2022 | -0.148 | — |
| 2021 | 0.116 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.017 | — | — | — |
| 2024 | 0.055 | -0.002 | 0.025 | 0.012 |
| 2023 | 0.037 | 0.036 | -0.006 | 0.064 |
| 2022 | -0.050 | -0.095 | -0.018 | 0.008 |
| 2021 | 0.019 | 0.046 | 0.005 | 0.042 |
| 2020 | 0.087 | 0.028 | 0.049 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.079 |
| 3 years | 0.006 |
| 5 years | 0.029 |