Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.152 | 0 | 93 |
| 1 month | -0.033 | 0 | 53 |
| 3 months | -0.183 | 0 | 93 |
| 1 year | -0.049 | 0 | 85 |
| 3 years | 0.035 | 0 | 61 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.205 | — |
| 2023 | 0.250 | — |
| 2022 | -0.274 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.124 | — | — | — |
| 2024 | 0.129 | 0.020 | -0.036 | 0.085 |
| 2023 | 0.126 | 0.058 | -0.051 | 0.106 |
| 2022 | -0.105 | -0.142 | -0.050 | -0.005 |
| 2021 | 0.076 | -0.025 | 0.043 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.054 |
| 3 years | 0.033 |