Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.153 | 0 | 88 |
| 1 month | -0.033 | 0 | 70 |
| 3 months | -0.187 | 0 | 90 |
| 1 year | -0.052 | 0 | 60 |
| 3 years | 0.080 | 0 | 47 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.282 | — |
| 2023 | 0.191 | — |
| 2022 | -0.079 | — |
| 2021 | 0.354 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.124 | — | — | — |
| 2024 | 0.148 | 0.024 | 0.012 | 0.078 |
| 2023 | 0.067 | 0.117 | -0.028 | 0.029 |
| 2022 | -0.027 | -0.098 | 0.032 | 0.017 |
| 2021 | 0.120 | 0.055 | 0.036 | 0.106 |
| 2020 | 0.039 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.052 |
| 3 years | 0.080 |