Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.108 | 0 | 97 |
| 1 month | -0.015 | 0 | 51 |
| 3 months | -0.149 | 0 | 99 |
| 1 year | 0.054 | 0 | 16 |
| 3 years | 0.116 | 0 | 1 |
| 5 years | 0.105 | 0 | 3 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.259 | — |
| 2023 | 0.450 | — |
| 2022 | -0.307 | — |
| 2021 | 0.113 | — |
| 2020 | 0.321 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.094 | — | — | — |
| 2024 | 0.104 | 0.001 | -0.001 | 0.140 |
| 2023 | 0.219 | 0.144 | -0.046 | 0.090 |
| 2022 | -0.089 | -0.204 | -0.009 | -0.036 |
| 2021 | 0.035 | 0.069 | -0.008 | 0.015 |
| 2020 | -0.099 | 0.250 | 0.105 | 0.061 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.116 |
| 5 years | 0.105 |