Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.098 | 0 | 15 |
| 1 month | -0.062 | 0 | 92 |
| 3 months | -0.104 | 0 | 19 |
| 1 year | 0.015 | 0 | 5 |
| 3 years | 0.020 | 0 | 30 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.245 | — |
| 2023 | -0.067 | — |
| 2022 | 0.076 | — |
| 2021 | 0.149 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.039 | — | — | — |
| 2024 | 0.044 | 0.048 | 0.108 | 0.027 |
| 2023 | 0.050 | 0.041 | -0.030 | -0.120 |
| 2022 | 0.043 | 0.045 | -0.037 | 0.025 |
| 2021 | 0.146 | -0.032 | 0.007 | 0.028 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.015 |
| 3 years | 0.020 |