Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.155 | 0 | 28 |
| 1 month | 0.008 | 0 | 30 |
| 3 months | 0.071 | 0 | 59 |
| 1 year | 0.343 | 0 | 27 |
| 3 years | 0.167 | 0 | 30 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.338 | — |
| 2023 | 0.100 | — |
| 2022 | 0.063 | — |
| 2021 | 0.034 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.146 | — | — | — |
| 2024 | 0.095 | 0.062 | 0.080 | 0.067 |
| 2023 | 0.071 | -0.037 | 0.009 | 0.058 |
| 2022 | 0.099 | -0.004 | -0.020 | -0.009 |
| 2021 | -0.063 | 0.030 | 0.012 | 0.058 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.339 |
| 3 years | 0.165 |