Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.112 | 0 | 83 |
| 1 month | -0.038 | 0 | 46 |
| 3 months | -0.137 | 0 | 80 |
| 1 year | -0.033 | 0 | 92 |
| 3 years | 0.019 | 0 | 91 |
| 5 years | 0.072 | 0 | 86 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.140 | — |
| 2023 | 0.150 | — |
| 2022 | -0.181 | — |
| 2021 | 0.289 | — |
| 2020 | 0.058 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.077 | — | — | — |
| 2024 | 0.092 | 0.020 | -0.015 | 0.039 |
| 2023 | 0.037 | 0.050 | -0.026 | 0.083 |
| 2022 | -0.068 | -0.125 | 0.003 | 0.001 |
| 2021 | 0.075 | 0.072 | 0.031 | 0.084 |
| 2020 | -0.169 | 0.139 | 0.039 | 0.075 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.033 |
| 3 years | 0.019 |
| 5 years | 0.072 |