Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.144 | 0 | 98 |
| 1 month | -0.031 | 0 | 25 |
| 3 months | -0.162 | 0 | 97 |
| 1 year | -0.027 | 0 | 89 |
| 3 years | 0.062 | 0 | 42 |
| 5 years | 0.118 | 0 | 29 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.244 | — |
| 2023 | 0.307 | — |
| 2022 | -0.235 | — |
| 2021 | 0.275 | — |
| 2020 | 0.139 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.116 | — | — | — |
| 2024 | 0.129 | 0.036 | -0.018 | 0.082 |
| 2023 | 0.132 | 0.091 | -0.028 | 0.089 |
| 2022 | -0.074 | -0.136 | -0.028 | -0.015 |
| 2021 | 0.098 | 0.060 | 0.009 | 0.086 |
| 2020 | -0.204 | 0.203 | 0.065 | 0.117 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.056 |
| 3 years | 0.051 |
| 5 years | 0.112 |