Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | 86 |
| 1 month | 0.048 | 0 | 5 |
| 3 months | 0.073 | 0 | 17 |
| 1 year | 0.021 | 0 | 86 |
| 3 years | 0.142 | 0 | 23 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.219 | — |
| 2023 | 0.248 | — |
| 2022 | -0.231 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.069 | 0.073 | — | — |
| 2024 | 0.104 | 0.079 | -0.039 | 0.063 |
| 2023 | 0.127 | 0.080 | -0.047 | 0.075 |
| 2022 | -0.075 | -0.152 | -0.050 | 0.033 |
| 2021 | 0.044 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.020 |
| 3 years | 0.127 |