Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.123 | 0 | 25 |
| 1 month | -0.001 | 0 | 57 |
| 3 months | 0.094 | 0 | 53 |
| 1 year | 0.151 | 0 | 36 |
| 3 years | 0.043 | 0 | 67 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.087 | — |
| 2023 | -0.024 | — |
| 2022 | -0.142 | — |
| 2021 | -0.036 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | 0.071 | — | — |
| 2024 | 0.021 | 0.056 | 0.032 | -0.023 |
| 2023 | 0.012 | -0.037 | -0.010 | 0.012 |
| 2022 | -0.073 | -0.035 | -0.067 | 0.029 |
| 2021 | 0.020 | 0.051 | -0.077 | -0.027 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.151 |
| 3 years | 0.043 |