Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.080 | 0 | 92 |
| 1 month | -0.039 | 0 | 91 |
| 3 months | -0.104 | 0 | 92 |
| 1 year | 0.045 | 0 | 24 |
| 3 years | 0.051 | 0 | 12 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.195 | — |
| 2023 | 0.142 | — |
| 2022 | -0.129 | — |
| 2021 | 0.234 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.043 | — | — | — |
| 2024 | 0.080 | 0.025 | 0.030 | 0.048 |
| 2023 | 0.041 | 0.038 | -0.007 | 0.063 |
| 2022 | -0.033 | -0.096 | -0.013 | 0.009 |
| 2021 | 0.075 | 0.056 | 0.010 | 0.076 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.045 |
| 3 years | 0.051 |