Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.139 | 0 | 23 |
| 1 month | 0.022 | 0 | 9 |
| 3 months | -0.195 | 0 | 33 |
| 1 year | -0.067 | 0 | 60 |
| 3 years | 0.029 | 0 | 78 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.167 | — |
| 2023 | 0.219 | — |
| 2022 | -0.298 | — |
| 2021 | 0.160 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.158 | — | — | — |
| 2024 | 0.113 | 0.009 | -0.048 | 0.091 |
| 2023 | 0.108 | 0.111 | -0.065 | 0.060 |
| 2022 | -0.132 | -0.175 | -0.016 | -0.005 |
| 2021 | -0.007 | 0.080 | 0.016 | 0.065 |
| 2020 | 0.139 | 0.109 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.067 |
| 3 years | 0.029 |