Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.181 | 0 | 100 |
| 1 month | -0.116 | 0 | 100 |
| 3 months | -0.211 | 0 | 100 |
| 1 year | -0.060 | 0 | 97 |
| 3 years | 0.030 | 0 | 83 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.228 | — |
| 2023 | 0.182 | — |
| 2022 | -0.183 | — |
| 2021 | 0.286 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.074 | — | — | — |
| 2024 | 0.106 | 0.032 | -0.003 | 0.079 |
| 2023 | 0.055 | 0.059 | -0.015 | 0.074 |
| 2022 | -0.080 | -0.121 | -0.002 | 0.012 |
| 2021 | 0.112 | 0.054 | 0.017 | 0.078 |
| 2020 | 0.020 | 0.058 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.069 |
| 3 years | 0.027 |