Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.027 | 0 | 28 |
| 1 month | -0.023 | 0 | 61 |
| 3 months | 0.043 | 0 | 96 |
| 1 year | -0.025 | 0 | 75 |
| 3 years | 0.163 | 0 | 91 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.153 | — |
| 2023 | 0.248 | — |
| 2022 | 0.049 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.045 | 0.101 | — | — |
| 2024 | 0.044 | 0.117 | 0.075 | -0.080 |
| 2023 | -0.062 | 0.125 | 0.060 | 0.117 |
| 2022 | -0.005 | -0.095 | 0.113 | 0.047 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.035 |
| 3 years | 0.163 |