Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.025 | 0 | 7 |
| 1 month | -0.025 | 0 | 3 |
| 3 months | -0.067 | 0 | 8 |
| 1 year | 0.037 | 0 | 6 |
| 3 years | 0.038 | 0 | 30 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.139 | — |
| 2023 | 0.110 | — |
| 2022 | -0.157 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | — | — | — |
| 2024 | 0.097 | 0.029 | 0.016 | -0.007 |
| 2023 | 0.063 | 0.035 | -0.027 | 0.038 |
| 2022 | -0.045 | -0.117 | -0.050 | 0.052 |
| 2021 | 0.065 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.012 |
| 3 years | 0.030 |