Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.153 | 0 | 71 |
| 1 month | -0.046 | 0 | 88 |
| 3 months | -0.175 | 0 | 84 |
| 1 year | -0.047 | 0 | 53 |
| 3 years | 0.074 | 0 | 63 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.253 | — |
| 2023 | 0.403 | — |
| 2022 | -0.322 | — |
| 2021 | 0.398 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.112 | — | — | — |
| 2024 | 0.130 | 0.096 | -0.061 | 0.078 |
| 2023 | 0.184 | 0.096 | 0.056 | 0.024 |
| 2022 | -0.074 | -0.243 | -0.054 | 0.023 |
| 2021 | 0.156 | 0.072 | -0.030 | 0.163 |
| 2020 | 0.177 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.076 |
| 3 years | 0.063 |