Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.035 | 0 | 18 |
| 1 month | 0.002 | 0 | 60 |
| 3 months | 0.035 | 0 | 18 |
| 1 year | 0.135 | 0 | 37 |
| 3 years | 0.080 | 0 | 39 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.108 | — |
| 2023 | 0.110 | — |
| 2022 | -0.062 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.035 | — | — | — |
| 2024 | 0.011 | 0.028 | 0.063 | 0.004 |
| 2023 | 0.024 | 0.023 | -0.024 | 0.086 |
| 2022 | -0.052 | -0.039 | -0.011 | 0.041 |
| 2021 | 0.013 | 0.012 | 0.042 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.135 |
| 3 years | 0.080 |