Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.017 | 0 | 45 |
| 1 month | 0.012 | 0 | 68 |
| 3 months | -0.049 | 0 | 35 |
| 1 year | 0.098 | 0 | 26 |
| 3 years | 0.053 | 0 | 71 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.184 | — |
| 2023 | 0.094 | — |
| 2022 | -0.266 | — |
| 2021 | 0.190 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.029 | — | — | — |
| 2024 | 0.092 | 0.032 | 0.055 | -0.004 |
| 2023 | 0.023 | 0.031 | -0.052 | 0.095 |
| 2022 | -0.109 | -0.171 | -0.075 | 0.073 |
| 2021 | 0.012 | 0.093 | 0.003 | 0.073 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.043 |
| 3 years | 0.035 |