Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.004 | 0 | 26 |
| 1 month | 0.045 | 0 | 68 |
| 3 months | 0.060 | 0 | 60 |
| 1 year | 0.060 | 0 | 17 |
| 3 years | 0.085 | 0 | 26 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.209 | — |
| 2023 | 0.053 | — |
| 2022 | -0.067 | — |
| 2021 | 0.093 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.053 | 0.060 | — | — |
| 2024 | 0.098 | 0.043 | 0.051 | 0.004 |
| 2023 | 0.050 | 0.053 | -0.034 | -0.014 |
| 2022 | -0.034 | -0.032 | -0.054 | 0.055 |
| 2021 | 0.103 | 0.025 | -0.047 | 0.014 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.060 |
| 3 years | 0.085 |