Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.008 | 0 | 25 |
| 1 month | -0.017 | 0 | 41 |
| 3 months | -0.032 | 0 | 25 |
| 1 year | 0.094 | 0 | 20 |
| 3 years | 0.065 | 0 | 15 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.135 | — |
| 2023 | 0.090 | — |
| 2022 | -0.083 | — |
| 2021 | 0.074 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.046 | 0.010 | 0.049 | 0.024 |
| 2023 | 0.032 | 0.011 | -0.014 | 0.060 |
| 2022 | -0.046 | -0.062 | -0.001 | 0.026 |
| 2021 | 0.002 | 0.029 | 0.006 | 0.034 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.094 |
| 3 years | 0.065 |