Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.057 | 0 | 45 |
| 1 month | -0.053 | 0 | 60 |
| 3 months | -0.064 | 0 | 49 |
| 1 year | -0.052 | 0 | 25 |
| 3 years | 0.077 | 0 | 1 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.198 | — |
| 2023 | 0.054 | — |
| 2022 | 0.273 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.188 | -0.029 | -0.011 | 0.051 |
| 2023 | -0.019 | 0.075 | 0.034 | -0.032 |
| 2022 | 0.143 | 0.093 | 0.079 | -0.056 |
| 2021 | 0.001 | -0.002 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.099 |
| 3 years | 0.058 |