Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.118 | 0 | 80 |
| 1 month | 0.030 | 0 | 37 |
| 3 months | -0.139 | 0 | 72 |
| 1 year | 0.002 | 0 | 80 |
| 3 years | 0.123 | 0 | 31 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.256 | — |
| 2023 | 0.537 | — |
| 2022 | -0.391 | — |
| 2021 | -0.071 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.144 | — | — | — |
| 2024 | 0.169 | 0.078 | -0.026 | 0.023 |
| 2023 | 0.208 | 0.134 | -0.042 | 0.171 |
| 2022 | -0.139 | -0.280 | -0.048 | 0.032 |
| 2021 | -0.096 | 0.103 | -0.115 | 0.053 |
| 2020 | 0.155 | 0.129 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.002 |
| 3 years | 0.123 |