Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.057 | 0 | 74 |
| 1 month | -0.003 | 0 | 10 |
| 3 months | -0.081 | 0 | 64 |
| 1 year | 0.113 | 0 | 36 |
| 3 years | 0.117 | 0 | 21 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.277 | — |
| 2023 | 0.194 | — |
| 2022 | -0.159 | — |
| 2021 | 0.197 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.054 | — | — | — |
| 2024 | 0.106 | 0.049 | 0.024 | 0.076 |
| 2023 | 0.064 | 0.047 | -0.026 | 0.101 |
| 2022 | -0.073 | -0.139 | 0.004 | 0.050 |
| 2021 | 0.022 | 0.059 | 0.021 | 0.083 |
| 2020 | 0.058 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.113 |
| 3 years | 0.117 |