Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.103 | 0 | 69 |
| 1 month | -0.048 | 0 | 82 |
| 3 months | -0.129 | 0 | 65 |
| 1 year | 0.034 | 0 | 41 |
| 3 years | 0.066 | 0 | 37 |
| 5 years | 0.110 | 0 | 38 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.240 | — |
| 2023 | 0.164 | — |
| 2022 | -0.131 | — |
| 2021 | 0.282 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.058 | — | — | — |
| 2024 | 0.102 | 0.039 | 0.016 | 0.065 |
| 2023 | 0.054 | 0.053 | -0.005 | 0.054 |
| 2022 | -0.042 | -0.096 | -0.010 | 0.014 |
| 2021 | 0.094 | 0.062 | 0.013 | 0.088 |
| 2020 | 0.158 | 0.028 | 0.086 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.018 |
| 3 years | 0.048 |
| 5 years | 0.099 |