Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.118 | 0 | 63 |
| 1 month | -0.037 | 0 | 65 |
| 3 months | -0.158 | 0 | 73 |
| 1 year | -0.038 | 0 | 79 |
| 3 years | 0.018 | 0 | 80 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.162 | — |
| 2023 | 0.104 | — |
| 2022 | -0.161 | — |
| 2021 | 0.059 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.084 | — | — | — |
| 2024 | 0.101 | 0.016 | -0.009 | 0.048 |
| 2023 | 0.009 | 0.046 | -0.017 | 0.064 |
| 2022 | -0.081 | -0.116 | 0.020 | 0.012 |
| 2021 | 0.016 | 0.047 | 0.013 | -0.018 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.038 |
| 3 years | 0.018 |