Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.103 | 0 | 85 |
| 1 month | 0.065 | 0 | 21 |
| 3 months | 0.098 | 0 | 84 |
| 1 year | 0.107 | 0 | 77 |
| 3 years | 0.023 | 0 | 72 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.042 | — |
| 2023 | 0.123 | — |
| 2022 | -0.254 | — |
| 2021 | -0.078 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.036 | — | — | — |
| 2024 | -0.020 | -0.021 | 0.082 | -0.076 |
| 2023 | 0.044 | 0.006 | -0.049 | 0.124 |
| 2022 | -0.088 | -0.161 | -0.111 | 0.096 |
| 2021 | -0.042 | 0.014 | -0.025 | -0.027 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.080 |
| 3 years | 0.015 |