Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 86 |
| 1 month | 0.014 | 0 | 17 |
| 3 months | -0.040 | 0 | 82 |
| 1 year | 0.074 | 0 | 38 |
| 3 years | 0.060 | 0 | 11 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.129 | — |
| 2023 | 0.130 | — |
| 2022 | -0.161 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.035 | — | — | — |
| 2024 | 0.058 | 0.032 | 0.035 | -0.001 |
| 2023 | 0.065 | 0.022 | -0.045 | 0.087 |
| 2022 | -0.063 | -0.116 | -0.040 | 0.054 |
| 2021 | 0.020 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.074 |
| 3 years | 0.060 |