Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.054 | 0 | 98 |
| 1 month | 0.037 | 0 | 40 |
| 3 months | -0.098 | 0 | 100 |
| 1 year | -0.043 | 0 | 76 |
| 3 years | 0.021 | 0 | 47 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.046 | — |
| 2023 | 0.144 | — |
| 2022 | -0.223 | — |
| 2021 | 0.153 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.088 | — | — | — |
| 2024 | 0.064 | 0.002 | 0.020 | -0.038 |
| 2023 | 0.042 | -0.012 | -0.028 | 0.143 |
| 2022 | -0.138 | -0.182 | -0.041 | 0.148 |
| 2021 | 0.003 | 0.086 | 0.036 | 0.022 |
| 2020 | 0.106 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.110 |
| 3 years | -0.003 |