Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.086 | 0 | 75 |
| 1 month | -0.032 | 0 | 69 |
| 3 months | 0.019 | 0 | 75 |
| 1 year | 0.219 | 0 | 59 |
| 3 years | 0.106 | 0 | 55 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.312 | — |
| 2023 | 0.029 | — |
| 2022 | 0.034 | — |
| 2021 | 0.013 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.122 | — | — | — |
| 2024 | 0.123 | 0.037 | 0.043 | 0.080 |
| 2023 | 0.057 | -0.044 | 0.007 | 0.011 |
| 2022 | 0.070 | -0.004 | -0.043 | 0.013 |
| 2021 | -0.026 | 0.020 | 0.003 | 0.016 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.139 |
| 3 years | 0.082 |