Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.055 | 0 | 72 |
| 1 month | 0.032 | 0 | 25 |
| 3 months | 0.010 | 0 | 59 |
| 1 year | -0.020 | 0 | 96 |
| 3 years | 0.140 | 0 | 86 |
| 5 years | 0.241 | 0 | 65 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.163 | — |
| 2023 | 0.316 | — |
| 2022 | 0.015 | — |
| 2021 | 0.450 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.084 | — | — | — |
| 2024 | 0.070 | 0.097 | 0.057 | -0.063 |
| 2023 | -0.062 | 0.155 | 0.092 | 0.113 |
| 2022 | 0.002 | -0.110 | 0.114 | 0.022 |
| 2021 | 0.118 | 0.129 | 0.132 | 0.015 |
| 2020 | 0.187 | 0.097 | 0.189 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.020 |
| 3 years | 0.140 |
| 5 years | 0.241 |