Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.044 | 0 | 49 |
| 1 month | -0.062 | 0 | 57 |
| 3 months | -0.044 | 0 | 49 |
| 1 year | 0.137 | 0 | 22 |
| 3 years | 0.132 | 0 | 27 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.342 | — |
| 2023 | 0.223 | — |
| 2022 | -0.132 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.044 | — | — | — |
| 2024 | 0.128 | 0.050 | 0.043 | 0.086 |
| 2023 | 0.070 | 0.063 | -0.011 | 0.087 |
| 2022 | -0.061 | -0.139 | 0.017 | 0.054 |
| 2021 | 0.025 | 0.105 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.137 |
| 3 years | 0.132 |