Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.057 | 0 | 7 |
| 1 month | 0.010 | 0 | 14 |
| 3 months | 0.021 | 0 | 32 |
| 1 year | 0.022 | 0 | 81 |
| 3 years | 0.025 | 0 | 78 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.024 | — |
| 2023 | 0.054 | — |
| 2022 | -0.140 | — |
| 2021 | -0.024 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | 0.025 | — | — |
| 2024 | -0.015 | -0.011 | 0.049 | -0.045 |
| 2023 | 0.034 | -0.010 | -0.030 | 0.061 |
| 2022 | -0.079 | -0.077 | -0.024 | 0.037 |
| 2021 | -0.025 | 0.019 | -0.007 | -0.010 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
| 3 years | 0.025 |