Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.093 | 0 | — |
| 1 month | 0.095 | 0 | — |
| 3 months | 0.013 | 0 | — |
| 1 year | -0.018 | 0 | — |
| 3 years | 0.062 | 0 | — |
| 5 years | 0.080 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.230 | — |
| 2023 | 0.078 | — |
| 2022 | 0.223 | — |
| 2021 | 0.150 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | -0.145 | — | — |
| 2024 | 0.124 | 0.009 | -0.086 | 0.186 |
| 2023 | 0.026 | 0.055 | 0.105 | -0.099 |
| 2022 | 0.013 | 0.185 | 0.165 | -0.125 |
| 2021 | 0.054 | -0.012 | 0.077 | 0.025 |
| 2020 | -0.064 | -0.134 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.018 |
| 3 years | 0.062 |
| 5 years | 0.080 |