Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.038 | 0 | 10 |
| 1 month | 0.048 | 0 | 10 |
| 3 months | 0.179 | 0 | 7 |
| 1 year | 0.251 | 0 | 4 |
| 3 years | 0.139 | 0 | 6 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.342 | — |
| 2023 | 0.240 | — |
| 2022 | -0.465 | — |
| 2021 | 0.050 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.081 | 0.079 | — | — |
| 2024 | 0.179 | 0.029 | -0.023 | 0.132 |
| 2023 | 0.155 | 0.060 | -0.068 | 0.087 |
| 2022 | -0.199 | -0.279 | -0.027 | -0.047 |
| 2021 | 0.014 | 0.146 | -0.055 | -0.043 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.188 |
| 3 years | 0.120 |