Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.092 | 0 | 36 |
| 1 month | -0.016 | 0 | 60 |
| 3 months | -0.053 | 0 | 51 |
| 1 year | -0.003 | 0 | 28 |
| 3 years | 0.047 | 0 | 65 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.187 | — |
| 2023 | 0.138 | — |
| 2022 | -0.095 | — |
| 2021 | 0.335 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.078 | — | — | — |
| 2024 | 0.044 | 0.101 | 0.016 | 0.017 |
| 2023 | -0.045 | 0.096 | 0.054 | 0.032 |
| 2022 | -0.044 | -0.089 | 0.129 | -0.080 |
| 2021 | 0.100 | 0.056 | 0.133 | 0.014 |
| 2020 | 0.084 | 0.170 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.003 |
| 3 years | 0.047 |