Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.051 | 0 | 91 |
| 1 month | 0.023 | 0 | 27 |
| 3 months | -0.078 | 0 | 89 |
| 1 year | -0.051 | 0 | 88 |
| 3 years | -0.028 | 0 | 68 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.012 | — |
| 2023 | 0.125 | — |
| 2022 | -0.391 | — |
| 2021 | 0.098 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.072 | — | — | — |
| 2024 | 0.026 | -0.001 | 0.007 | -0.019 |
| 2023 | 0.081 | 0.008 | -0.078 | 0.120 |
| 2022 | -0.247 | -0.172 | -0.133 | 0.127 |
| 2021 | 0.021 | 0.025 | 0.014 | 0.034 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.099 |
| 3 years | -0.044 |