Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.211 | 0 | 86 |
| 1 month | -0.029 | 0 | 49 |
| 3 months | -0.234 | 0 | 85 |
| 1 year | -0.032 | 0 | 72 |
| 3 years | 0.128 | 0 | 13 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.388 | — |
| 2023 | 0.518 | — |
| 2022 | -0.270 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.187 | — | — | — |
| 2024 | 0.163 | 0.106 | -0.049 | 0.135 |
| 2023 | 0.188 | 0.154 | 0.002 | 0.105 |
| 2022 | -0.090 | -0.196 | -0.004 | 0.001 |
| 2021 | 0.100 | 0.018 | 0.146 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.032 |
| 3 years | 0.128 |