Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.107 | 0 | 51 |
| 1 month | 0.007 | 0 | 59 |
| 3 months | 0.113 | 0 | 49 |
| 1 year | 0.149 | 0 | 31 |
| 3 years | 0.168 | 0 | 9 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.200 | — |
| 2023 | 0.256 | — |
| 2022 | -0.191 | — |
| 2021 | 0.232 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.015 | 0.117 | — | — |
| 2024 | 0.104 | 0.033 | 0.062 | -0.008 |
| 2023 | 0.081 | 0.070 | -0.032 | 0.122 |
| 2022 | -0.058 | -0.164 | -0.073 | 0.107 |
| 2021 | 0.054 | 0.080 | 0.004 | 0.078 |
| 2020 | 0.132 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.149 |
| 3 years | 0.168 |