Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | — |
| 1 month | -0.011 | 0 | — |
| 3 months | -0.064 | 0 | — |
| 1 year | 0.028 | 0 | — |
| 3 years | 0.072 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.152 | — |
| 2023 | 0.179 | — |
| 2022 | -0.217 | — |
| 2021 | 0.204 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.020 | — | — | — |
| 2024 | 0.121 | 0.032 | 0.037 | -0.041 |
| 2023 | 0.061 | 0.073 | -0.063 | 0.105 |
| 2022 | -0.107 | -0.138 | -0.083 | 0.109 |
| 2021 | 0.028 | 0.074 | 0.030 | 0.059 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.013 |
| 3 years | 0.058 |