Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.209 | 0 | 80 |
| 1 month | -0.027 | 0 | 2 |
| 3 months | -0.253 | 0 | 96 |
| 1 year | 0.077 | 0 | 4 |
| 3 years | 0.053 | 0 | 10 |
| 5 years | 0.073 | 0 | 73 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.466 | — |
| 2023 | 0.494 | — |
| 2022 | -0.444 | — |
| 2021 | 0.011 | — |
| 2020 | 0.466 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.187 | — | — | — |
| 2024 | 0.150 | -0.073 | 0.090 | 0.261 |
| 2023 | 0.106 | 0.118 | 0.018 | 0.187 |
| 2022 | -0.114 | -0.293 | -0.020 | -0.093 |
| 2021 | 0.045 | 0.097 | -0.049 | -0.073 |
| 2020 | -0.163 | 0.363 | 0.062 | 0.210 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.077 |
| 3 years | 0.053 |
| 5 years | 0.073 |