Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.126 | 0 | 52 |
| 1 month | 0.017 | 0 | 58 |
| 3 months | -0.045 | 0 | 81 |
| 1 year | 0.070 | 0 | 16 |
| 3 years | 0.152 | 0 | 75 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.268 | — |
| 2023 | 0.353 | — |
| 2022 | -0.006 | — |
| 2021 | 0.553 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.140 | — | — | — |
| 2024 | -0.033 | 0.195 | 0.101 | -0.003 |
| 2023 | -0.054 | 0.179 | 0.093 | 0.109 |
| 2022 | -0.031 | -0.095 | 0.141 | -0.007 |
| 2021 | 0.098 | 0.178 | 0.099 | 0.093 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.060 |
| 3 years | 0.152 |