Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.126 | 0 | 94 |
| 1 month | -0.051 | 0 | 89 |
| 3 months | -0.155 | 0 | 95 |
| 1 year | -0.012 | 0 | 86 |
| 3 years | 0.031 | 0 | 74 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.222 | — |
| 2023 | 0.125 | — |
| 2022 | -0.150 | — |
| 2021 | 0.219 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.080 | — | — | — |
| 2024 | 0.102 | 0.042 | 0.006 | 0.058 |
| 2023 | 0.044 | 0.036 | -0.007 | 0.048 |
| 2022 | -0.054 | -0.093 | -0.017 | 0.007 |
| 2021 | 0.099 | 0.041 | 0.009 | 0.056 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.012 |
| 3 years | 0.031 |