Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.019 | 0 | — |
| 1 month | 0.001 | 0 | — |
| 3 months | -0.049 | 0 | — |
| 1 year | 0.076 | 0 | — |
| 3 years | 0.071 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.153 | — |
| 2023 | 0.165 | — |
| 2022 | -0.127 | — |
| 2021 | 0.155 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.020 | — | — | — |
| 2024 | 0.061 | 0.033 | 0.035 | 0.016 |
| 2023 | 0.052 | 0.047 | -0.009 | 0.068 |
| 2022 | -0.028 | -0.104 | -0.044 | 0.050 |
| 2021 | 0.043 | 0.048 | 0.016 | 0.041 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.076 |
| 3 years | 0.071 |