Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.035 | 0 | 92 |
| 1 month | -0.009 | 0 | 95 |
| 3 months | -0.068 | 0 | 90 |
| 1 year | 0.056 | 0 | 79 |
| 3 years | 0.068 | 0 | 70 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.140 | — |
| 2023 | 0.187 | — |
| 2022 | -0.182 | — |
| 2021 | 0.189 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | — | — | — |
| 2024 | 0.072 | 0.013 | 0.048 | 0.002 |
| 2023 | 0.041 | 0.053 | -0.016 | 0.100 |
| 2022 | -0.053 | -0.173 | -0.063 | 0.116 |
| 2021 | 0.019 | 0.083 | 0.013 | 0.063 |
| 2020 | 0.093 | 0.083 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.007 |
| 3 years | 0.046 |