Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.061 | 0 | 28 |
| 1 month | -0.054 | 0 | 56 |
| 3 months | -0.137 | 0 | 65 |
| 1 year | 0.026 | 0 | 6 |
| 3 years | 0.033 | 0 | 3 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.167 | — |
| 2023 | 0.021 | — |
| 2022 | -0.109 | — |
| 2021 | 0.263 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | — | — | — |
| 2024 | 0.123 | -0.019 | 0.022 | 0.036 |
| 2023 | -0.002 | 0.082 | -0.106 | 0.056 |
| 2022 | -0.042 | -0.125 | 0.027 | 0.034 |
| 2021 | 0.061 | 0.064 | 0.036 | 0.079 |
| 2020 | 0.061 | 0.063 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.025 |
| 3 years | 0.015 |