Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 49 |
| 1 month | 0.031 | 0 | 18 |
| 3 months | 0.011 | 0 | 24 |
| 1 year | 0.044 | 0 | 35 |
| 3 years | 0.201 | 0 | 20 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.176 | — |
| 2023 | 0.399 | — |
| 2022 | 0.086 | — |
| 2021 | 0.442 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.061 | — | — | — |
| 2024 | 0.048 | 0.123 | 0.086 | -0.080 |
| 2023 | -0.007 | 0.120 | 0.108 | 0.134 |
| 2022 | -0.001 | -0.078 | 0.125 | 0.047 |
| 2021 | 0.090 | 0.127 | 0.151 | 0.020 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.034 |
| 3 years | 0.201 |