Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | 88 |
| 1 month | -0.002 | 0 | 70 |
| 3 months | -0.014 | 0 | 88 |
| 1 year | 0.072 | 0 | 48 |
| 3 years | 0.043 | 0 | 71 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.082 | — |
| 2023 | 0.117 | — |
| 2022 | -0.152 | — |
| 2021 | 0.056 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | — | — | — |
| 2024 | 0.018 | 0.014 | 0.046 | 0.002 |
| 2023 | 0.038 | 0.015 | -0.008 | 0.068 |
| 2022 | -0.056 | -0.117 | -0.018 | 0.036 |
| 2021 | 0.013 | 0.027 | 0.008 | 0.007 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.050 |
| 3 years | 0.036 |