Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.041 | 0 | 89 |
| 1 month | -0.026 | 0 | 77 |
| 3 months | -0.071 | 0 | 88 |
| 1 year | 0.072 | 0 | 80 |
| 3 years | 0.096 | 0 | 15 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.195 | — |
| 2023 | 0.158 | — |
| 2022 | -0.124 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | — | — | — |
| 2024 | 0.090 | 0.032 | 0.035 | 0.026 |
| 2023 | 0.065 | 0.024 | -0.020 | 0.084 |
| 2022 | -0.067 | -0.117 | -0.004 | 0.067 |
| 2021 | 0.065 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.072 |
| 3 years | 0.096 |