Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.106 | 0 | 76 |
| 1 month | -0.053 | 0 | 90 |
| 3 months | -0.129 | 0 | 67 |
| 1 year | -0.001 | 0 | 76 |
| 3 years | 0.049 | 0 | 62 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.201 | — |
| 2023 | 0.133 | — |
| 2022 | -0.113 | — |
| 2021 | 0.228 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.056 | — | — | — |
| 2024 | 0.092 | 0.035 | 0.009 | 0.052 |
| 2023 | 0.048 | 0.037 | -0.022 | 0.066 |
| 2022 | -0.046 | -0.078 | -0.012 | 0.021 |
| 2021 | 0.092 | 0.059 | 0.009 | 0.053 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.003 |
| 3 years | 0.048 |