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 | 0.047 | 0 | 4 |
| 3 years | 0.034 | 0 | 36 |
| 5 years | 0.081 | 0 | 41 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.140 | — |
| 2023 | 0.103 | — |
| 2022 | -0.179 | — |
| 2021 | 0.190 | — |
| 2020 | 0.086 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | — | — | — |
| 2024 | 0.087 | 0.019 | 0.030 | -0.001 |
| 2023 | 0.059 | 0.030 | -0.031 | 0.044 |
| 2022 | -0.053 | -0.128 | -0.055 | 0.052 |
| 2021 | 0.073 | 0.067 | -0.012 | 0.052 |
| 2020 | -0.188 | 0.156 | 0.049 | 0.103 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.011 |
| 3 years | 0.023 |
| 5 years | 0.074 |