Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.162 | 0 | 53 |
| 1 month | -0.029 | 0 | 50 |
| 3 months | -0.179 | 0 | 48 |
| 1 year | 0.029 | 0 | 45 |
| 3 years | 0.084 | 0 | 40 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.325 | — |
| 2023 | 0.473 | — |
| 2022 | -0.386 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.137 | — | — | — |
| 2024 | 0.105 | 0.091 | -0.030 | 0.133 |
| 2023 | 0.183 | 0.145 | -0.011 | 0.100 |
| 2022 | -0.109 | -0.217 | 0.004 | -0.124 |
| 2021 | 0.003 | 0.123 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | 0.084 |