Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.077 | 0 | 75 |
| 1 month | -0.028 | 0 | 60 |
| 3 months | -0.096 | 0 | 69 |
| 1 year | 0.020 | 0 | 49 |
| 3 years | 0.028 | 0 | 57 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.157 | — |
| 2023 | 0.131 | — |
| 2022 | -0.174 | — |
| 2021 | 0.201 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.050 | — | — | — |
| 2024 | 0.067 | 0.017 | 0.023 | 0.042 |
| 2023 | 0.038 | 0.038 | -0.019 | 0.070 |
| 2022 | -0.059 | -0.103 | -0.016 | -0.006 |
| 2021 | 0.066 | 0.035 | 0.018 | 0.068 |
| 2020 | 0.062 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.020 |
| 3 years | 0.028 |