Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.073 | 0 | 60 |
| 1 month | -0.035 | 0 | 40 |
| 3 months | -0.095 | 0 | 59 |
| 1 year | 0.223 | 0 | 42 |
| 3 years | 0.062 | 0 | 34 |
| 5 years | 0.053 | 0 | 48 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.406 | — |
| 2023 | 0.052 | — |
| 2022 | -0.245 | — |
| 2021 | 0.209 | — |
| 2020 | 0.142 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.039 | — | — | — |
| 2024 | 0.066 | 0.148 | 0.108 | 0.036 |
| 2023 | -0.016 | 0.009 | -0.003 | 0.063 |
| 2022 | -0.081 | -0.151 | -0.078 | 0.049 |
| 2021 | 0.086 | 0.030 | 0.034 | 0.046 |
| 2020 | 0.012 | 0.087 | 0.029 | 0.009 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.223 |
| 3 years | 0.062 |
| 5 years | 0.053 |