Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.094 | 0 | 30 |
| 1 month | -0.038 | 0 | 40 |
| 3 months | 0.092 | 0 | 17 |
| 1 year | 0.250 | 0 | 22 |
| 3 years | 0.034 | 0 | 13 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.176 | — |
| 2023 | -0.214 | — |
| 2022 | -0.185 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.137 | — | — | — |
| 2024 | -0.026 | 0.043 | 0.247 | -0.072 |
| 2023 | 0.063 | -0.120 | -0.107 | -0.058 |
| 2022 | -0.198 | 0.073 | -0.163 | 0.130 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.250 |
| 3 years | 0.034 |