Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.037 | 0 | 7 |
| 1 month | 0.024 | 0 | 4 |
| 3 months | 0.001 | 0 | 5 |
| 1 year | -0.007 | 0 | 31 |
| 3 years | -0.043 | 0 | 86 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.086 | — |
| 2023 | 0.046 | — |
| 2022 | -0.213 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | -0.020 | -0.018 | 0.033 | -0.081 |
| 2023 | 0.077 | -0.017 | -0.098 | 0.096 |
| 2022 | -0.093 | -0.136 | -0.068 | 0.079 |
| 2021 | 0.053 | 0.010 | 0.053 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.027 |
| 3 years | -0.049 |