Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.196 | 0 | 11 |
| 1 month | 0.017 | 0 | 6 |
| 3 months | 0.141 | 0 | 19 |
| 1 year | 0.064 | 0 | 78 |
| 3 years | 0.128 | 0 | 24 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.041 | — |
| 2023 | 0.256 | — |
| 2022 | -0.121 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | 0.165 | — | — |
| 2024 | 0.046 | 0.022 | 0.032 | -0.130 |
| 2023 | 0.061 | 0.092 | -0.027 | 0.114 |
| 2022 | -0.032 | -0.139 | -0.045 | 0.105 |
| 2021 | -0.044 | 0.021 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.064 |
| 3 years | 0.128 |