Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.075 | 0 | 12 |
| 1 month | 0.035 | 0 | 14 |
| 3 months | 0.046 | 0 | 15 |
| 1 year | 0.089 | 0 | 64 |
| 3 years | -0.032 | 0 | 54 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.032 | — |
| 2023 | 0.130 | — |
| 2022 | -0.278 | — |
| 2021 | 0.224 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.039 | — | — | — |
| 2024 | -0.022 | -0.015 | 0.155 | -0.130 |
| 2023 | -0.021 | 0.004 | -0.022 | 0.176 |
| 2022 | -0.031 | -0.182 | -0.145 | 0.065 |
| 2021 | 0.030 | 0.122 | -0.008 | 0.068 |
| 2020 | 0.003 | 0.112 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.089 |
| 3 years | -0.032 |