Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.044 | 0 | 45 |
| 1 month | -0.004 | 0 | 40 |
| 3 months | -0.013 | 0 | 35 |
| 1 year | 0.024 | 0 | 70 |
| 3 years | 0.044 | 0 | 79 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.025 | — |
| 2023 | 0.124 | — |
| 2022 | -0.152 | — |
| 2021 | 0.207 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.048 | — | — | — |
| 2024 | 0.058 | -0.018 | 0.019 | -0.032 |
| 2023 | 0.073 | 0.009 | -0.030 | 0.070 |
| 2022 | -0.087 | -0.098 | -0.066 | 0.102 |
| 2021 | 0.062 | 0.063 | 0.008 | 0.061 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.017 |
| 3 years | 0.030 |