Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | 2 |
| 1 month | 0.004 | 0 | 98 |
| 3 months | 0.018 | 0 | 4 |
| 1 year | 0.131 | 0 | 1 |
| 3 years | 0.122 | 0 | 1 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.152 | — |
| 2023 | 0.245 | — |
| 2022 | -0.114 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | — | — | — |
| 2024 | 0.054 | 0.032 | 0.050 | 0.008 |
| 2023 | 0.053 | 0.014 | 0.053 | 0.107 |
| 2022 | -0.048 | -0.101 | -0.048 | 0.088 |
| 2021 | 0.022 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.131 |
| 3 years | 0.122 |