Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.196 | 0 | 43 |
| 1 month | 0.089 | 0 | 31 |
| 3 months | 0.213 | 0 | 39 |
| 1 year | 0.215 | 0 | 40 |
| 3 years | 0.098 | 0 | 31 |
| 5 years | 0.020 | 0 | 42 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.208 | — |
| 2023 | -0.124 | — |
| 2022 | -0.242 | — |
| 2021 | -0.013 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | 0.006 | 0.213 | — |
| 2024 | 0.015 | 0.075 | 0.090 | 0.015 |
| 2023 | 0.049 | -0.081 | -0.060 | -0.034 |
| 2022 | -0.149 | 0.010 | -0.157 | 0.046 |
| 2021 | 0.056 | 0.067 | -0.122 | -0.003 |
| 2020 | 0.219 | 0.096 | 0.167 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.215 |
| 3 years | 0.098 |
| 5 years | 0.020 |