Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 85 |
| 1 month | 0.061 | 0 | 3 |
| 3 months | 0.149 | 0 | 7 |
| 1 year | 0.098 | 0 | 37 |
| 3 years | 0.106 | 0 | 37 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.321 | — |
| 2023 | 0.209 | — |
| 2022 | -0.176 | — |
| 2021 | 0.380 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.096 | 0.026 | — | — |
| 2024 | 0.119 | 0.060 | 0.009 | 0.103 |
| 2023 | 0.040 | 0.104 | -0.010 | 0.063 |
| 2022 | -0.023 | -0.128 | 0.003 | -0.036 |
| 2021 | 0.117 | 0.070 | 0.031 | 0.120 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.098 |
| 3 years | 0.106 |