Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.132 | 0 | 86 |
| 1 month | 0.016 | 0 | 63 |
| 3 months | -0.168 | 0 | 87 |
| 1 year | 0.057 | 0 | 62 |
| 3 years | 0.124 | 0 | 31 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.310 | — |
| 2023 | 0.605 | — |
| 2022 | -0.400 | — |
| 2021 | 0.223 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.146 | — | — | — |
| 2024 | 0.105 | 0.078 | -0.008 | 0.108 |
| 2023 | 0.195 | 0.169 | -0.026 | 0.179 |
| 2022 | -0.131 | -0.257 | -0.019 | -0.053 |
| 2021 | 0.019 | 0.121 | 0.024 | 0.046 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.057 |
| 3 years | 0.124 |