Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.066 | 0 | 98 |
| 1 month | -0.021 | 0 | 59 |
| 3 months | -0.101 | 0 | 97 |
| 1 year | 0.108 | 0 | 31 |
| 3 years | 0.111 | 0 | 5 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.328 | — |
| 2023 | 0.278 | — |
| 2022 | -0.234 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.046 | — | — | — |
| 2024 | 0.161 | 0.053 | 0.013 | 0.072 |
| 2023 | 0.114 | 0.059 | -0.029 | 0.116 |
| 2022 | -0.071 | -0.148 | -0.013 | -0.020 |
| 2021 | 0.010 | -0.003 | 0.020 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.108 |
| 3 years | 0.111 |