Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.048 | 0 | 18 |
| 1 month | 0.008 | 0 | 25 |
| 3 months | 0.050 | 0 | 10 |
| 1 year | 0.147 | 0 | 6 |
| 3 years | 0.115 | 0 | 25 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.169 | — |
| 2023 | 0.075 | — |
| 2022 | -0.029 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | 0.050 | — | — |
| 2024 | 0.082 | -0.012 | 0.032 | 0.060 |
| 2023 | 0.002 | 0.028 | 0.014 | 0.030 |
| 2022 | 0.004 | -0.081 | -0.035 | 0.091 |
| 2021 | 0.052 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.089 |
| 3 years | 0.096 |