Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.002 | 0 | 15 |
| 1 month | -0.014 | 0 | 35 |
| 3 months | -0.029 | 0 | 28 |
| 1 year | 0.128 | 0 | 4 |
| 3 years | 0.091 | 0 | 7 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.179 | — |
| 2023 | 0.125 | — |
| 2022 | -0.107 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.073 | 0.009 | 0.056 | 0.032 |
| 2023 | 0.048 | 0.013 | -0.023 | 0.085 |
| 2022 | -0.049 | -0.110 | 0.000 | 0.054 |
| 2021 | 0.037 | 0.012 | 0.055 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.128 |
| 3 years | 0.091 |