Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | 0 | 60 |
| 1 month | 0.051 | 0 | 41 |
| 3 months | 0.010 | 0 | 59 |
| 1 year | 0.029 | 0 | 63 |
| 3 years | -0.082 | 0 | 89 |
| 5 years | -0.030 | 0 | 96 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.100 | — |
| 2023 | 0.155 | — |
| 2022 | -0.403 | — |
| 2021 | 0.122 | — |
| 2020 | -0.089 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.015 | — | — | — |
| 2024 | -0.066 | -0.033 | 0.149 | -0.132 |
| 2023 | -0.084 | -0.038 | 0.078 | 0.217 |
| 2022 | -0.080 | -0.296 | -0.136 | 0.065 |
| 2021 | -0.035 | 0.125 | -0.024 | 0.058 |
| 2020 | -0.253 | 0.064 | 0.030 | 0.113 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | -0.082 |
| 5 years | -0.030 |