Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.111 | 0 | 82 |
| 1 month | -0.038 | 0 | 79 |
| 3 months | -0.126 | 0 | 70 |
| 1 year | -0.001 | 0 | 27 |
| 3 years | 0.022 | 0 | 34 |
| 5 years | 0.089 | 0 | 37 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.188 | — |
| 2023 | 0.143 | — |
| 2022 | -0.192 | — |
| 2021 | 0.282 | — |
| 2020 | 0.059 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.075 | — | — | — |
| 2024 | 0.092 | 0.005 | 0.043 | 0.039 |
| 2023 | 0.052 | 0.044 | -0.020 | 0.063 |
| 2022 | -0.068 | -0.105 | -0.023 | -0.009 |
| 2021 | 0.113 | 0.042 | 0.017 | 0.088 |
| 2020 | -0.222 | 0.184 | 0.030 | 0.116 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.031 |
| 3 years | 0.011 |
| 5 years | 0.082 |