Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.121 | 0 | 96 |
| 1 month | -0.018 | 0 | 43 |
| 3 months | -0.111 | 0 | 90 |
| 1 year | 0.129 | 0 | 5 |
| 3 years | 0.057 | 0 | 77 |
| 5 years | 0.149 | 0 | 49 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.425 | — |
| 2023 | 0.055 | — |
| 2022 | -0.118 | — |
| 2021 | 0.292 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.104 | — | — | — |
| 2024 | 0.125 | 0.027 | 0.054 | 0.171 |
| 2023 | -0.019 | 0.049 | 0.024 | 0.002 |
| 2022 | -0.083 | 0.008 | 0.040 | -0.084 |
| 2021 | 0.038 | 0.128 | 0.085 | 0.017 |
| 2020 | 0.145 | 0.133 | 0.128 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.073 |
| 3 years | 0.040 |
| 5 years | 0.137 |