Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.151 | 0 | 86 |
| 1 month | -0.027 | 0 | 43 |
| 3 months | -0.171 | 0 | 71 |
| 1 year | -0.051 | 0 | 59 |
| 3 years | 0.092 | 0 | 30 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.283 | — |
| 2023 | 0.209 | — |
| 2022 | -0.078 | — |
| 2021 | 0.362 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.127 | — | — | — |
| 2024 | 0.163 | 0.019 | 0.007 | 0.076 |
| 2023 | 0.076 | 0.112 | -0.026 | 0.037 |
| 2022 | -0.036 | -0.075 | 0.000 | 0.033 |
| 2021 | 0.113 | 0.057 | 0.027 | 0.128 |
| 2020 | 0.036 | 0.045 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.051 |
| 3 years | 0.092 |