Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.027 | 0 | 87 |
| 1 month | -0.002 | 0 | 2 |
| 3 months | -0.045 | 0 | 75 |
| 1 year | 0.098 | 0 | 36 |
| 3 years | 0.082 | 0 | 14 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.172 | — |
| 2023 | 0.142 | — |
| 2022 | -0.143 | — |
| 2021 | 0.121 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.025 | — | — | — |
| 2024 | 0.060 | 0.031 | 0.034 | 0.037 |
| 2023 | 0.048 | 0.023 | -0.026 | 0.093 |
| 2022 | -0.069 | -0.106 | -0.008 | 0.038 |
| 2021 | 0.002 | 0.046 | 0.014 | 0.054 |
| 2020 | 0.046 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.098 |
| 3 years | 0.082 |