Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.052 | 0 | — |
| 1 month | -0.003 | 0 | — |
| 3 months | -0.091 | 0 | — |
| 1 year | 0.031 | 0 | — |
| 3 years | 0.028 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.141 | — |
| 2023 | 0.118 | — |
| 2022 | -0.191 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.049 | — | — | — |
| 2024 | 0.080 | 0.034 | 0.020 | 0.002 |
| 2023 | 0.047 | 0.049 | -0.055 | 0.077 |
| 2022 | -0.049 | -0.149 | -0.070 | 0.076 |
| 2021 | 0.053 | 0.041 | 0.012 | 0.039 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.031 |
| 3 years | 0.028 |