Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.049 | 0 | — |
| 1 month | -0.003 | 0 | — |
| 3 months | -0.089 | 0 | — |
| 1 year | 0.041 | 0 | — |
| 3 years | 0.037 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.152 | — |
| 2023 | 0.127 | — |
| 2022 | -0.183 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.047 | — | — | — |
| 2024 | 0.083 | 0.036 | 0.023 | 0.004 |
| 2023 | 0.049 | 0.051 | -0.053 | 0.079 |
| 2022 | -0.048 | -0.147 | -0.068 | 0.079 |
| 2021 | 0.055 | 0.044 | 0.014 | 0.041 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.041 |
| 3 years | 0.037 |