Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.094 | 0 | 50 |
| 1 month | -0.042 | 0 | 62 |
| 3 months | -0.119 | 0 | 45 |
| 1 year | 0.053 | 0 | 23 |
| 3 years | 0.080 | 0 | 17 |
| 5 years | 0.125 | 0 | 20 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.257 | — |
| 2023 | 0.192 | — |
| 2022 | -0.130 | — |
| 2021 | 0.279 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.054 | — | — | — |
| 2024 | 0.106 | 0.038 | 0.025 | 0.068 |
| 2023 | 0.054 | 0.061 | -0.001 | 0.068 |
| 2022 | -0.034 | -0.102 | -0.003 | 0.005 |
| 2021 | 0.086 | 0.065 | 0.014 | 0.091 |
| 2020 | 0.165 | 0.034 | 0.098 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.053 |
| 3 years | 0.080 |
| 5 years | 0.125 |