Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.071 | 0 | 60 |
| 1 month | -0.004 | 0 | 46 |
| 3 months | -0.109 | 0 | 67 |
| 1 year | -0.003 | 0 | 27 |
| 3 years | 0.061 | 0 | 12 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.160 | — |
| 2023 | 0.126 | — |
| 2022 | -0.100 | — |
| 2021 | 0.137 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.067 | — | — | — |
| 2024 | 0.106 | 0.024 | -0.014 | 0.039 |
| 2023 | 0.026 | 0.025 | -0.004 | 0.075 |
| 2022 | -0.065 | -0.082 | 0.042 | 0.007 |
| 2021 | 0.020 | 0.046 | 0.038 | 0.027 |
| 2020 | 0.120 | 0.123 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.003 |
| 3 years | 0.061 |