Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.093 | 0 | 49 |
| 1 month | -0.038 | 0 | 46 |
| 3 months | -0.132 | 0 | 72 |
| 1 year | 0.023 | 0 | 51 |
| 3 years | 0.058 | 0 | 48 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.210 | — |
| 2023 | 0.174 | — |
| 2022 | -0.147 | — |
| 2021 | 0.230 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.058 | — | — | — |
| 2024 | 0.103 | 0.020 | 0.013 | 0.062 |
| 2023 | 0.046 | 0.072 | -0.024 | 0.073 |
| 2022 | -0.042 | -0.103 | -0.024 | 0.017 |
| 2021 | 0.094 | 0.028 | 0.011 | 0.082 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.057 |
| 3 years | 0.029 |