Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.027 | 0 | 70 |
| 1 month | 0.019 | 0 | 24 |
| 3 months | 0.006 | 0 | 81 |
| 1 year | 0.065 | 0 | 64 |
| 3 years | 0.056 | 0 | 19 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.112 | — |
| 2023 | 0.140 | — |
| 2022 | -0.209 | — |
| 2021 | -0.027 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | 0.051 | 0.077 | 0.047 | -0.062 |
| 2023 | 0.036 | 0.025 | -0.028 | 0.105 |
| 2022 | -0.055 | -0.143 | -0.116 | 0.106 |
| 2021 | 0.048 | 0.046 | -0.097 | -0.017 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.065 |
| 3 years | 0.056 |