Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.062 | 0 | 75 |
| 1 month | 0.029 | 0 | 48 |
| 3 months | 0.009 | 0 | 63 |
| 1 year | 0.057 | 0 | 65 |
| 3 years | 0.164 | 0 | 40 |
| 5 years | 0.243 | 0 | 26 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.200 | — |
| 2023 | 0.298 | — |
| 2022 | 0.066 | — |
| 2021 | 0.354 | — |
| 2020 | 0.141 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.089 | — | — | — |
| 2024 | 0.031 | 0.121 | 0.090 | -0.047 |
| 2023 | -0.051 | 0.117 | 0.073 | 0.140 |
| 2022 | 0.007 | -0.098 | 0.093 | 0.074 |
| 2021 | 0.094 | 0.094 | 0.130 | 0.001 |
| 2020 | -0.283 | 0.172 | 0.103 | 0.233 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.047 |
| 3 years | 0.164 |
| 5 years | 0.243 |