Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.111 | 0 | 81 |
| 1 month | -0.040 | 0 | 56 |
| 3 months | -0.144 | 0 | 87 |
| 1 year | 0.029 | 0 | 45 |
| 3 years | 0.070 | 0 | 31 |
| 5 years | 0.125 | 0 | 21 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.261 | — |
| 2023 | 0.215 | — |
| 2022 | -0.158 | — |
| 2021 | 0.324 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.073 | — | — | — |
| 2024 | 0.114 | 0.041 | 0.011 | 0.076 |
| 2023 | 0.072 | 0.071 | -0.001 | 0.059 |
| 2022 | -0.030 | -0.126 | 0.019 | -0.026 |
| 2021 | 0.090 | 0.068 | 0.033 | 0.101 |
| 2020 | 0.045 | 0.083 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | 0.070 |
| 5 years | 0.125 |