Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.065 | 0 | 94 |
1 month | -0.021 | 0 | 41 |
3 months | -0.101 | 0 | 94 |
1 year | 0.111 | 0 | 12 |
3 years | 0.116 | 0 | 1 |
5 years | 0 | 0 | — |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.332 | — |
2023 | 0.283 | — |
2022 | -0.229 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.045 | — | — | — |
2024 | 0.161 | 0.055 | 0.014 | 0.073 |
2023 | 0.115 | 0.060 | -0.028 | 0.117 |
2022 | -0.069 | -0.146 | -0.012 | -0.018 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.111 |
3 years | 0.116 |