Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.150 | 0 | 78 |
| 1 month | -0.036 | 0 | 81 |
| 3 months | -0.166 | 0 | 75 |
| 1 year | -0.051 | 0 | 78 |
| 3 years | 0.034 | 0 | 36 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.174 | — |
| 2023 | 0.170 | — |
| 2022 | -0.218 | — |
| 2021 | 0.253 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.119 | — | — | — |
| 2024 | 0.102 | 0.001 | 0.058 | 0.006 |
| 2023 | 0.056 | 0.062 | -0.053 | 0.102 |
| 2022 | -0.081 | -0.199 | -0.048 | 0.116 |
| 2021 | 0.252 | 0.032 | -0.052 | 0.023 |
| 2020 | 0.008 | 0.360 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.051 |
| 3 years | 0.034 |