Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.072 | 0 | 8 |
| 1 month | 0.034 | 0 | 1 |
| 3 months | 0.026 | 0 | 4 |
| 1 year | 0.182 | 0 | 1 |
| 3 years | 0.165 | 0 | 1 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.229 | — |
| 2023 | 0.201 | — |
| 2022 | -0.106 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.036 | — | — | — |
| 2024 | 0.145 | -0.003 | 0.040 | 0.035 |
| 2023 | 0.076 | 0.020 | 0.010 | 0.084 |
| 2022 | -0.091 | -0.102 | 0.003 | 0.091 |
| 2021 | -0.033 | 0.056 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.182 |
| 3 years | 0.165 |