Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 84 |
| 1 month | 0.060 | 0 | 1 |
| 3 months | -0.070 | 0 | 84 |
| 1 year | 0.040 | 0 | 21 |
| 3 years | 0.011 | 0 | 65 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.141 | — |
| 2023 | 0.101 | — |
| 2022 | -0.309 | — |
| 2021 | 0.199 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.086 | — | — | — |
| 2024 | 0.091 | 0.023 | 0.052 | -0.027 |
| 2023 | 0.063 | -0.034 | -0.075 | 0.159 |
| 2022 | -0.146 | -0.147 | -0.097 | 0.051 |
| 2021 | 0.001 | 0.091 | 0.037 | 0.058 |
| 2020 | 0.174 | 0.147 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | 0.011 |