Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.134 | 0 | 94 |
1 month | -0.008 | 0 | 20 |
3 months | -0.172 | 0 | 95 |
1 year | 0.256 | 0 | 18 |
3 years | 0.123 | 0 | 2 |
5 years | 0.115 | 0 | 3 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.543 | — |
2023 | 0.430 | — |
2022 | -0.463 | — |
2021 | 0.149 | — |
2020 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.127 | — | — | — |
2024 | 0.100 | 0.143 | 0.059 | 0.158 |
2023 | 0.121 | 0.118 | -0.007 | 0.148 |
2022 | -0.183 | -0.271 | -0.035 | -0.066 |
2021 | -0.014 | 0.091 | -0.004 | 0.072 |
2020 | 0.317 | 0.143 | 0.138 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.256 |
3 years | 0.123 |
5 years | 0.115 |