Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.144 | 0 | — |
| 1 month | 0.039 | 0 | — |
| 3 months | 0.074 | 0 | — |
| 1 year | 0.203 | 0 | — |
| 3 years | 0.219 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.260 | — |
| 2023 | 0.169 | — |
| 2022 | -0.089 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.021 | 0.043 | 0.074 | — |
| 2024 | 0.112 | 0.013 | 0.063 | 0.052 |
| 2023 | 0.059 | 0.024 | -0.013 | 0.092 |
| 2022 | -0.039 | -0.125 | 0.006 | 0.076 |
| 2021 | 0.049 | 0.022 | 0.077 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.203 |
| 3 years | 0.219 |