Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.433 | 0 | 1 |
| 1 month | 0.010 | 0 | 89 |
| 3 months | 0.603 | 0 | 1 |
| 1 year | 0.875 | 0 | 1 |
| 3 years | 0.471 | 0 | 1 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.781 | — |
| 2023 | 0.893 | — |
| 2022 | -0.599 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.137 | 0.644 | — | — |
| 2024 | 0.379 | -0.028 | -0.006 | 0.337 |
| 2023 | 0.277 | 0.131 | -0.078 | 0.422 |
| 2022 | -0.081 | -0.485 | 0.128 | -0.248 |
| 2021 | 0.087 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.803 |
| 3 years | 0.455 |