Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.127 | 0 | 43 |
| 1 month | -0.019 | 0 | 22 |
| 3 months | -0.149 | 0 | 34 |
| 1 year | -0.033 | 0 | 40 |
| 3 years | 0.070 | 0 | 60 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.263 | — |
| 2023 | 0.142 | — |
| 2022 | -0.043 | — |
| 2021 | 0.210 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.110 | — | — | — |
| 2024 | 0.158 | 0.008 | 0.002 | 0.080 |
| 2023 | 0.047 | 0.107 | -0.022 | 0.007 |
| 2022 | 0.004 | -0.062 | 0.010 | 0.008 |
| 2021 | 0.118 | 0.013 | -0.011 | 0.081 |
| 2020 | 0.003 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.033 |
| 3 years | 0.070 |