Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.070 | 0 | 83 |
| 1 month | 0.071 | 0 | 1 |
| 3 months | -0.111 | 0 | 81 |
| 1 year | -0.028 | 0 | 21 |
| 3 years | 0.032 | 0 | 62 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.174 | — |
| 2023 | 0.102 | — |
| 2022 | -0.250 | — |
| 2021 | 0.222 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.132 | — | — | — |
| 2024 | 0.129 | 0.009 | 0.047 | -0.015 |
| 2023 | 0.077 | 0.010 | -0.094 | 0.118 |
| 2022 | -0.137 | -0.118 | -0.085 | 0.077 |
| 2021 | 0.020 | 0.078 | 0.042 | 0.066 |
| 2020 | 0.182 | 0.093 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.028 |
| 3 years | 0.032 |