Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.198 | 0 | 98 |
| 1 month | 0.005 | 0 | 10 |
| 3 months | -0.242 | 0 | 98 |
| 1 year | 0.300 | 0 | 1 |
| 3 years | 0.074 | 0 | 27 |
| 5 years | 0.110 | 0 | 38 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.655 | — |
| 2023 | 0.130 | — |
| 2022 | -0.414 | — |
| 2021 | 0.244 | — |
| 2020 | 0.459 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.202 | — | — | — |
| 2024 | 0.029 | 0.132 | 0.090 | 0.303 |
| 2023 | 0.086 | 0.099 | -0.103 | 0.057 |
| 2022 | -0.207 | -0.203 | -0.021 | -0.052 |
| 2021 | 0.136 | 0.035 | -0.009 | 0.068 |
| 2020 | -0.154 | 0.206 | 0.146 | 0.248 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.235 |
| 3 years | 0.056 |
| 5 years | 0.099 |