Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.018 | 0 | 74 |
| 1 month | 0.016 | 0 | 35 |
| 3 months | -0.050 | 0 | 72 |
| 1 year | 0.101 | 0 | 39 |
| 3 years | 0.104 | 0 | 20 |
| 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 | — | — | — |
| 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 | 0.101 |
| 3 years | 0.104 |