Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.119 | 0 | 65 |
| 1 month | -0.017 | 0 | 19 |
| 3 months | -0.144 | 0 | 53 |
| 1 year | -0.050 | 0 | 86 |
| 3 years | 0.048 | 0 | 49 |
| 5 years | 0.092 | 0 | 40 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.174 | — |
| 2023 | 0.229 | — |
| 2022 | -0.207 | — |
| 2021 | 0.265 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.103 | — | — | — |
| 2024 | 0.129 | 0.036 | -0.004 | 0.008 |
| 2023 | 0.092 | 0.041 | -0.030 | 0.115 |
| 2022 | -0.096 | -0.108 | -0.023 | 0.006 |
| 2021 | 0.067 | 0.080 | 0.005 | 0.094 |
| 2020 | 0.175 | 0.084 | 0.066 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.050 |
| 3 years | 0.048 |
| 5 years | 0.092 |