Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.098 | 0 | 57 |
| 1 month | -0.037 | 0 | 42 |
| 3 months | -0.125 | 0 | 58 |
| 1 year | 0.067 | 0 | 11 |
| 3 years | 0.074 | 0 | 25 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.313 | — |
| 2023 | 0.152 | — |
| 2022 | -0.180 | — |
| 2021 | 0.289 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.063 | — | — | — |
| 2024 | 0.138 | 0.038 | 0.018 | 0.091 |
| 2023 | 0.033 | 0.061 | -0.011 | 0.062 |
| 2022 | -0.044 | -0.128 | -0.006 | -0.011 |
| 2021 | 0.069 | 0.065 | 0.030 | 0.100 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.014 |
| 3 years | 0.056 |