Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.086 | 0 | 95 |
| 1 month | -0.027 | 0 | 93 |
| 3 months | -0.086 | 0 | 95 |
| 1 year | -0.093 | 0 | 94 |
| 3 years | 0.076 | 0 | 91 |
| 5 years | 0.129 | 0 | 89 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.138 | — |
| 2023 | 0.303 | — |
| 2022 | -0.179 | — |
| 2021 | 0.062 | — |
| 2020 | 0.368 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.086 | — | — | — |
| 2024 | 0.148 | 0.015 | -0.058 | 0.038 |
| 2023 | 0.107 | 0.151 | -0.053 | 0.081 |
| 2022 | -0.105 | -0.091 | -0.011 | 0.021 |
| 2021 | 0.018 | 0.003 | 0.046 | -0.006 |
| 2020 | -0.116 | 0.207 | 0.091 | 0.175 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.093 |
| 3 years | 0.076 |
| 5 years | 0.129 |