Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.113 | 0 | — |
| 1 month | 0.028 | 0 | — |
| 3 months | -0.196 | 0 | — |
| 1 year | 0.075 | 0 | — |
| 3 years | 0.160 | 0 | — |
| 5 years | 0.171 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.288 | — |
| 2023 | 0.655 | — |
| 2022 | -0.391 | — |
| 2021 | 0.140 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.137 | — | — | — |
| 2024 | 0.116 | 0.049 | -0.018 | 0.120 |
| 2023 | 0.217 | 0.189 | -0.018 | 0.165 |
| 2022 | -0.159 | -0.272 | 0.025 | -0.031 |
| 2021 | -0.021 | 0.116 | -0.030 | 0.076 |
| 2020 | 0.369 | 0.136 | 0.252 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.075 |
| 3 years | 0.160 |
| 5 years | 0.171 |