Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.182 | 0 | 6 |
| 1 month | 0.028 | 0 | 8 |
| 3 months | 0.237 | 0 | 3 |
| 1 year | 0.310 | 0 | 6 |
| 3 years | 0.239 | 0 | 2 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.250 | — |
| 2023 | 0.373 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.065 | 0.230 | — | — |
| 2024 | 0.173 | 0.019 | 0.020 | 0.026 |
| 2023 | 0.112 | 0.083 | -0.016 | 0.159 |
| 2022 | -0.259 | -0.064 | 0.104 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.310 |
| 3 years | 0.239 |