Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | 8 |
| 1 month | 0.029 | 0 | 5 |
| 3 months | -0.054 | 0 | 8 |
| 1 year | 0.169 | 0 | 12 |
| 3 years | 0.092 | 0 | 34 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.252 | — |
| 2023 | 0.244 | — |
| 2022 | -0.253 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.051 | — | — | — |
| 2024 | 0.093 | 0.029 | 0.043 | 0.067 |
| 2023 | 0.117 | 0.059 | -0.021 | 0.074 |
| 2022 | -0.096 | -0.142 | -0.077 | 0.043 |
| 2021 | 0.078 | 0.008 | 0.054 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.169 |
| 3 years | 0.092 |