Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.029 | 0 | — |
| 1 month | -0.040 | 0 | — |
| 3 months | -0.029 | 0 | — |
| 1 year | 0.068 | 0 | — |
| 3 years | 0.065 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.179 | — |
| 2023 | 0.189 | — |
| 2022 | -0.136 | — |
| 2021 | 0.195 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.029 | — | — | — |
| 2024 | 0.072 | 0.039 | 0.036 | 0.021 |
| 2023 | 0.060 | 0.059 | -0.013 | 0.073 |
| 2022 | -0.027 | -0.118 | -0.050 | 0.059 |
| 2021 | 0.054 | 0.058 | 0.020 | 0.051 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.068 |
| 3 years | 0.065 |