Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.192 | 0 | 86 |
| 1 month | -0.049 | 0 | 74 |
| 3 months | -0.208 | 0 | 73 |
| 1 year | -0.023 | 0 | 29 |
| 3 years | 0.081 | 0 | 72 |
| 5 years | 0.137 | 0 | 49 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.306 | — |
| 2023 | 0.214 | — |
| 2022 | -0.090 | — |
| 2021 | 0.463 | — |
| 2020 | 0.078 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.150 | — | — | — |
| 2024 | 0.118 | 0.032 | 0.008 | 0.123 |
| 2023 | 0.085 | 0.124 | -0.046 | 0.043 |
| 2022 | -0.043 | -0.080 | 0.027 | 0.007 |
| 2021 | 0.132 | 0.060 | 0.026 | 0.188 |
| 2020 | -0.124 | 0.132 | 0.074 | 0.013 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.023 |
| 3 years | 0.081 |
| 5 years | 0.137 |