Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 82 |
| 1 month | -0.022 | 0 | 90 |
| 3 months | -0.045 | 0 | 85 |
| 1 year | 0.031 | 0 | 64 |
| 3 years | 0.082 | 0 | 26 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.092 | — |
| 2023 | 0.185 | — |
| 2022 | -0.129 | — |
| 2021 | 0.327 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.035 | — | — | — |
| 2024 | 0.081 | 0.006 | 0.016 | -0.011 |
| 2023 | 0.103 | 0.030 | -0.032 | 0.077 |
| 2022 | -0.077 | -0.104 | -0.015 | 0.070 |
| 2021 | 0.095 | 0.086 | 0.036 | 0.077 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.031 |
| 3 years | 0.082 |