Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.106 | 0 | 67 |
| 1 month | -0.053 | 0 | 26 |
| 3 months | -0.138 | 0 | 66 |
| 1 year | -0.025 | 0 | 50 |
| 3 years | 0.050 | 0 | 14 |
| 5 years | 0.119 | 0 | 2 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.281 | — |
| 2023 | 0.122 | — |
| 2022 | -0.208 | — |
| 2021 | 0.322 | — |
| 2020 | 0.191 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.056 | — | — | — |
| 2024 | 0.183 | 0.052 | -0.021 | 0.052 |
| 2023 | 0.074 | 0.042 | -0.019 | 0.022 |
| 2022 | -0.069 | -0.148 | -0.032 | 0.032 |
| 2021 | 0.144 | 0.048 | 0.035 | 0.064 |
| 2020 | -0.178 | 0.214 | 0.067 | 0.118 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.044 |
| 3 years | 0.043 |
| 5 years | 0.114 |