Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.145 | 0 | 98 |
| 1 month | 0.021 | 0 | 83 |
| 3 months | -0.017 | 0 | 96 |
| 1 year | 0.100 | 0 | 28 |
| 3 years | 0.241 | 0 | 3 |
| 5 years | 0.279 | 0 | 17 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.461 | — |
| 2023 | 0.380 | — |
| 2022 | 0.017 | — |
| 2021 | 0.408 | — |
| 2020 | 0.126 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.163 | — | — | — |
| 2024 | 0.075 | 0.163 | 0.141 | 0.024 |
| 2023 | -0.020 | 0.148 | 0.091 | 0.125 |
| 2022 | -0.074 | -0.104 | 0.157 | 0.060 |
| 2021 | 0.108 | 0.098 | 0.132 | 0.022 |
| 2020 | -0.265 | 0.162 | 0.059 | 0.244 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.090 |
| 3 years | 0.241 |
| 5 years | 0.279 |