Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.153 | 0 | 65 |
| 1 month | 0.011 | 0 | 18 |
| 3 months | -0.180 | 0 | 60 |
| 1 year | -0.020 | 0 | 67 |
| 3 years | 0.044 | 0 | 65 |
| 5 years | 0.106 | 0 | 51 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.202 | — |
| 2023 | 0.334 | — |
| 2022 | -0.291 | — |
| 2021 | 0.226 | — |
| 2020 | 0.493 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.163 | — | — | — |
| 2024 | 0.059 | 0.039 | -0.047 | 0.147 |
| 2023 | 0.126 | 0.061 | 0.008 | 0.108 |
| 2022 | -0.093 | -0.170 | 0.035 | -0.090 |
| 2021 | -0.025 | 0.138 | 0.015 | 0.089 |
| 2020 | -0.061 | 0.305 | 0.094 | 0.113 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.020 |
| 3 years | 0.044 |
| 5 years | 0.106 |