Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.152 | 0 | 64 |
| 1 month | 0.025 | 0 | 58 |
| 3 months | 0.067 | 0 | 40 |
| 1 year | 0.154 | 0 | 36 |
| 3 years | 0.227 | 0 | 27 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.192 | — |
| 2023 | 0.238 | — |
| 2022 | -0.216 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.034 | 0.118 | — | — |
| 2024 | 0.099 | 0.029 | 0.053 | 0.001 |
| 2023 | 0.078 | 0.067 | -0.039 | 0.118 |
| 2022 | -0.074 | -0.173 | -0.059 | 0.088 |
| 2021 | 0.066 | -0.001 | 0.073 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.154 |
| 3 years | 0.227 |