Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.122 | 0 | 93 |
| 1 month | -0.056 | 0 | 93 |
| 3 months | -0.155 | 0 | 94 |
| 1 year | -0.036 | 0 | 93 |
| 3 years | 0.068 | 0 | 35 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.204 | — |
| 2023 | 0.186 | — |
| 2022 | -0.104 | — |
| 2021 | 0.367 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.070 | — | — | — |
| 2024 | 0.111 | 0.022 | 0.040 | 0.019 |
| 2023 | 0.063 | 0.047 | -0.014 | 0.082 |
| 2022 | -0.059 | -0.070 | -0.008 | 0.032 |
| 2021 | 0.093 | 0.077 | 0.038 | 0.118 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.038 |
| 3 years | 0.068 |