Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.043 | 0 | 21 |
| 1 month | 0.012 | 0 | 11 |
| 3 months | -0.078 | 0 | 24 |
| 1 year | 0.068 | 0 | 4 |
| 3 years | 0.079 | 0 | 4 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.195 | — |
| 2023 | 0.170 | — |
| 2022 | -0.194 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.054 | — | — | — |
| 2024 | 0.097 | 0.019 | 0.022 | 0.047 |
| 2023 | 0.079 | 0.053 | -0.045 | 0.078 |
| 2022 | -0.121 | -0.124 | 0.042 | 0.004 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.052 |
| 3 years | 0.074 |