Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.067 | 0 | 83 |
| 1 month | -0.061 | 0 | 65 |
| 3 months | -0.067 | 0 | 83 |
| 1 year | 0.024 | 0 | 76 |
| 3 years | 0.073 | 0 | 48 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.227 | — |
| 2023 | 0.282 | — |
| 2022 | -0.208 | — |
| 2021 | 0.308 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.067 | — | — | — |
| 2024 | 0.117 | 0.036 | 0.046 | 0.014 |
| 2023 | 0.080 | 0.086 | -0.023 | 0.119 |
| 2022 | -0.060 | -0.161 | -0.065 | 0.074 |
| 2021 | 0.068 | 0.087 | 0.007 | 0.119 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.024 |
| 3 years | 0.073 |