Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.052 | 0 | 67 |
| 1 month | 0.032 | 0 | 26 |
| 3 months | 0.013 | 0 | 51 |
| 1 year | -0.017 | 0 | 96 |
| 3 years | 0.144 | 0 | 83 |
| 5 years | 0.245 | 0 | 53 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.166 | — |
| 2023 | 0.322 | — |
| 2022 | 0.019 | — |
| 2021 | 0.452 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.082 | — | — | — |
| 2024 | 0.073 | 0.097 | 0.057 | -0.063 |
| 2023 | -0.058 | 0.155 | 0.092 | 0.113 |
| 2022 | 0.006 | -0.110 | 0.114 | 0.022 |
| 2021 | 0.118 | 0.129 | 0.133 | 0.016 |
| 2020 | 0.187 | 0.097 | 0.189 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.017 |
| 3 years | 0.144 |
| 5 years | 0.245 |