Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.114 | 0 | 85 |
| 1 month | -0.040 | 0 | 53 |
| 3 months | -0.137 | 0 | 80 |
| 1 year | 0.005 | 0 | 69 |
| 3 years | 0.057 | 0 | 50 |
| 5 years | 0.098 | 0 | 56 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.216 | — |
| 2023 | 0.173 | — |
| 2022 | -0.140 | — |
| 2021 | 0.261 | — |
| 2020 | 0.046 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.077 | — | — | — |
| 2024 | 0.099 | 0.031 | 0.008 | 0.064 |
| 2023 | 0.061 | 0.057 | -0.017 | 0.064 |
| 2022 | -0.036 | -0.114 | 0.006 | 0.002 |
| 2021 | 0.080 | 0.052 | 0.017 | 0.091 |
| 2020 | -0.178 | 0.139 | 0.033 | 0.082 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.025 |
| 3 years | 0.046 |
| 5 years | 0.091 |