Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.025 | 0 | 19 |
| 1 month | 0.037 | 0 | 2 |
| 3 months | 0.088 | 0 | 2 |
| 1 year | 0.078 | 0 | 10 |
| 3 years | 0.059 | 0 | 76 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.103 | — |
| 2023 | 0.040 | — |
| 2022 | -0.153 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.058 | 0.088 | — | — |
| 2024 | 0.054 | -0.005 | 0.027 | 0.025 |
| 2023 | 0.028 | 0.018 | -0.065 | 0.063 |
| 2022 | -0.046 | -0.121 | -0.002 | 0.012 |
| 2021 | 0.071 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | 0.059 |