Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.115 | 0 | 29 |
| 1 month | -0.040 | 0 | 72 |
| 3 months | -0.139 | 0 | 26 |
| 1 year | -0.078 | 0 | 84 |
| 3 years | -0.012 | 0 | 86 |
| 5 years | 0.083 | 0 | 74 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.101 | — |
| 2023 | 0.147 | — |
| 2022 | -0.304 | — |
| 2021 | 0.279 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.078 | — | — | — |
| 2024 | 0.071 | 0.016 | -0.012 | 0.024 |
| 2023 | 0.132 | 0.028 | -0.035 | 0.022 |
| 2022 | -0.111 | -0.193 | 0.003 | -0.032 |
| 2021 | 0.113 | 0.048 | -0.014 | 0.113 |
| 2020 | 0.332 | 0.066 | 0.214 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.124 |
| 3 years | -0.029 |
| 5 years | 0.072 |