Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.081 | 0 | 92 |
| 1 month | -0.011 | 0 | 40 |
| 3 months | -0.100 | 0 | 90 |
| 1 year | 0.026 | 0 | 51 |
| 3 years | 0.039 | 0 | 24 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.175 | — |
| 2023 | 0.160 | — |
| 2022 | -0.224 | — |
| 2021 | 0.120 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.071 | — | — | — |
| 2024 | 0.076 | 0.043 | 0.006 | 0.041 |
| 2023 | 0.055 | 0.039 | -0.025 | 0.086 |
| 2022 | -0.085 | -0.132 | -0.022 | 0.001 |
| 2021 | 0.004 | 0.056 | 0.013 | 0.043 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.008 |
| 3 years | 0.033 |