Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.135 | 0 | 97 |
| 1 month | -0.060 | 0 | 96 |
| 3 months | -0.153 | 0 | 93 |
| 1 year | -0.011 | 0 | 82 |
| 3 years | 0.048 | 0 | 62 |
| 5 years | 0.105 | 0 | 45 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.227 | — |
| 2023 | 0.174 | — |
| 2022 | -0.114 | — |
| 2021 | 0.324 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.081 | — | — | — |
| 2024 | 0.101 | 0.033 | 0.010 | 0.069 |
| 2023 | 0.048 | 0.066 | -0.002 | 0.053 |
| 2022 | -0.010 | -0.098 | -0.004 | -0.003 |
| 2021 | 0.136 | 0.058 | 0.011 | 0.089 |
| 2020 | -0.007 | 0.111 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.041 |
| 3 years | 0.038 |
| 5 years | 0.099 |