Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | 32 |
| 1 month | -0.003 | 0 | 42 |
| 3 months | -0.002 | 0 | 54 |
| 1 year | 0.079 | 0 | 12 |
| 3 years | 0.039 | 0 | 22 |
| 5 years | 0.035 | 0 | 13 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.073 | — |
| 2023 | 0.098 | — |
| 2022 | -0.194 | — |
| 2021 | -0.017 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | — | — | — |
| 2024 | 0.032 | -0.002 | 0.061 | -0.018 |
| 2023 | 0.008 | 0.022 | -0.025 | 0.093 |
| 2022 | -0.090 | -0.138 | -0.058 | 0.091 |
| 2021 | -0.044 | 0.047 | -0.002 | -0.015 |
| 2020 | 0.028 | 0.069 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.079 |
| 3 years | 0.039 |
| 5 years | 0.035 |