Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.617 | 0 | 28 |
| 1 month | 0.197 | 0 | 31 |
| 3 months | 0.319 | 0 | 35 |
| 1 year | 0.534 | 0 | 38 |
| 3 years | 0.334 | 0 | 27 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.155 | — |
| 2023 | 0.069 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.161 | 0.055 | 0.319 | — |
| 2024 | 0.006 | 0.182 | 0.024 | -0.051 |
| 2023 | 0.053 | -0.046 | 0.040 | 0.023 |
| 2022 | -0.111 | -0.048 | 0.190 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.534 |
| 3 years | 0.334 |