Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.122 | 0 | 69 |
| 1 month | -0.043 | 0 | 79 |
| 3 months | -0.158 | 0 | 73 |
| 1 year | -0.018 | 0 | 61 |
| 3 years | 0.034 | 0 | 63 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.181 | — |
| 2023 | 0.180 | — |
| 2022 | -0.278 | — |
| 2021 | 0.213 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.082 | — | — | — |
| 2024 | 0.103 | 0.006 | 0.037 | 0.027 |
| 2023 | 0.115 | 0.049 | -0.078 | 0.093 |
| 2022 | -0.115 | -0.186 | -0.051 | 0.057 |
| 2021 | 0.019 | 0.104 | -0.008 | 0.087 |
| 2020 | 0.124 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.048 |
| 3 years | 0.023 |