Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.101 | 0 | — |
| 1 month | -0.035 | 0 | — |
| 3 months | -0.127 | 0 | — |
| 1 year | -0.018 | 0 | — |
| 3 years | 0.002 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.132 | — |
| 2023 | 0.115 | — |
| 2022 | -0.179 | — |
| 2021 | 0.015 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.069 | — | — | — |
| 2024 | 0.072 | 0.001 | 0.020 | 0.034 |
| 2023 | 0.047 | 0.046 | -0.049 | 0.072 |
| 2022 | -0.047 | -0.104 | -0.031 | -0.008 |
| 2021 | -0.003 | 0.008 | -0.003 | 0.013 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.037 |
| 3 years | -0.005 |