Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.088 | 0 | — |
| 1 month | 0.011 | 0 | — |
| 3 months | -0.019 | 0 | — |
| 1 year | 0.160 | 0 | — |
| 3 years | 0.207 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.402 | — |
| 2023 | 0.315 | — |
| 2022 | 0.062 | — |
| 2021 | 0.800 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.098 | — | — | — |
| 2024 | 0.021 | 0.220 | 0.109 | 0.015 |
| 2023 | -0.003 | 0.142 | 0.075 | 0.074 |
| 2022 | 0.019 | -0.072 | 0.102 | 0.020 |
| 2021 | 0.127 | 0.203 | 0.251 | 0.062 |
| 2020 | 0.289 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.130 |
| 3 years | 0.205 |