Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.051 | 0 | 32 |
| 1 month | -0.011 | 0 | 73 |
| 3 months | -0.020 | 0 | 54 |
| 1 year | 0.069 | 0 | 28 |
| 3 years | 0.075 | 0 | 37 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.085 | — |
| 2023 | 0.158 | — |
| 2022 | -0.117 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.062 | — | — | — |
| 2024 | 0.070 | 0.026 | 0.032 | -0.042 |
| 2023 | 0.083 | 0.027 | -0.022 | 0.064 |
| 2022 | -0.056 | -0.116 | -0.044 | 0.107 |
| 2021 | 0.078 | -0.003 | 0.083 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.069 |
| 3 years | 0.075 |