Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0.100 | 6 |
| 1 month | 0.033 | 0.030 | 23 |
| 3 months | 0.008 | 0.082 | 5 |
| 1 year | 0.113 | 0.408 | 32 |
| 3 years | 0.101 | 0.192 | 42 |
| 5 years | 0 | 0.185 | — |
| 10 years | 0 | 0.118 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.110 | — |
| 2023 | 0.232 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.091 | 0.045 | 0.036 | -0.060 |
| 2023 | 0.107 | 0.058 | -0.074 | 0.136 |
| 2022 | -0.179 | -0.065 | 0.095 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.113 |
| 3 years | 0.101 |