Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.077 | 0 | 95 |
| 1 month | 0.019 | 0 | 40 |
| 3 months | -0.112 | 0 | 98 |
| 1 year | -0.037 | 0 | 69 |
| 3 years | 0.017 | 0 | 46 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.095 | — |
| 2023 | 0.167 | — |
| 2022 | -0.264 | — |
| 2021 | 0.239 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.094 | — | — | — |
| 2024 | 0.080 | 0.013 | 0.033 | -0.032 |
| 2023 | 0.051 | 0.011 | -0.037 | 0.139 |
| 2022 | -0.143 | -0.195 | -0.066 | 0.143 |
| 2021 | 0.062 | 0.080 | 0.031 | 0.048 |
| 2020 | 0.119 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.105 |
| 3 years | -0.007 |